Marta Norton

Chief Investment Strategist at Empower Investments, providing macroeconomic and market analysis and public commentary for investors and financial media. Previously, she was Chief Investment Officer for the Americas at Morningstar Investment Management.

Google Turns TPU Capacity Into a Blackstone-Backed Neocloud

Bloomberg Technology’s Caroline Hyde and Ed Ludlow frame Google’s new venture with Blackstone as an attempt to turn Google’s TPU capacity into an AI cloud business outside Google Cloud. Bloomberg Intelligence’s Mandeep Singh argues the structure could help Google meet external demand for its chips by shifting more of the data-center burden to Blackstone, creating a TPU-based rival to Nvidia-centered neocloud providers.

Bloomberg TechnologyMay 19, 202614 min read