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AI & Compute: Redesigning the Infrastructure for the Future

AI & Compute: Redesigning the Infrastructure for the Future
Amin Vahdat, google 2025-08-03 18:05:00

The New Imperative: Speed in AI ​Infrastructure Deployment

The landscape of computing is undergoing a seismic ⁣shift. The days of gradual, ⁣rack-by-rack hardware upgrades are⁤ over. Deploying modern machine learning (ML) supercomputers demands​ a fundamentally new approach – one where speed isn’t just an ‌advantage, it’s a strategic imperative. This isn’t​ simply about faster processors. ML workloads don’t thrive on heterogeneity. to unlock the full potential of each new hardware generation, compute code, algorithms, and compilers must ⁣be meticulously tuned specifically for ⁣that architecture.And the pace of innovation is relentless, often ⁣delivering 2x ⁤or greater performance gains every year.

Why Speed Matters: The shift to ‌Massive, homogeneous Deployments

Incremental upgrades simply won’t cut it. We’re now facing a need for large-scale,‍ simultaneous rollouts of ⁤homogeneous hardware‍ – often spanning entire data centers.⁢ Consider this: annual hardware⁣ refreshes ⁣are delivering substantial, measurable performance improvements. The ability to rapidly deploy ⁢these powerful AI engines ‍is therefore paramount. This requires a dramatic compression of timelines – from initial design to a fully operational deployment of 100,000+ chips. Achieving this necessitates: Radical Acceleration: Every stage of the process must be expedited. Complete Automation: Manual ⁤processes are ​bottlenecks. Automation is ⁣key. Manufacturing-Like Model: Think of building these infrastructures like building cars⁤ – streamlined,efficient,and⁢ repeatable. From initial architecture design to ongoing monitoring⁣ and repair, every ‍step must be optimized for speed and scale. We need to leverage each hardware generation to its‌ fullest ‍potential, and quickly.

Meeting the⁢ Moment: A Collective Reimagining of AI Infrastructure

The emergence of generative AI isn’t just an evolution; it’s a revolution. It demands a radical rethinking of our entire computing infrastructure. The challenges are significant – specialized hardware, high-bandwidth networking, and lasting ‌operations all require attention. But the potential rewards are transformative. Our future compute ​infrastructure will ⁢be unrecognizable within just a few years. Simply improving existing blueprints won’t ‍suffice. We need a collective effort – ‍spanning research institutions and industry leaders⁤ – to re-examine the basic requirements of AI compute. this ​means building a
new blueprint for the global infrastructure that underpins ‍AI.This collaborative approach will unlock⁣ fundamentally​ new capabilities across diverse fields: Medicine: Accelerated drug revelation and personalized treatment plans. Education: AI-powered personalized learning experiences. Business: ⁢ Unprecedented levels⁢ of automation and data-driven insights. The future‌ of‍ AI depends on our‌ ability to deliver the infrastructure it needs,and to do so‍ quickly.
Amin Vahdat is VP⁣ and⁣ GM for machine learning, systems and cloud AI at Google ⁤Cloud. Stay Ahead with VB Daily Want to ‍stay informed ‌on the latest AI business use cases? VB Daily delivers the inside scoop on generative AI – from regulatory changes to practical deployments – helping you share valuable insights and maximize ⁢ROI. Read our Privacy​ Policy and subscribe to VB Daily today!

The past few decades have seen‍ almost unimaginable advances‍ in‌ compute ‍performance and efficiency, enabled by moore’s⁢ Law and underpinned by scale-out commodity‌ hardware and loosely coupled software. This architecture has delivered⁣ online services to billions globally and put virtually all of human knowledge at our fingertips.

But the next computing revolution will demand much more. Fulfilling⁣ the promise of AI ⁢requires a step-change in ⁢capabilities far exceeding the advancements of‍ the internet‍ era. To achieve this, ⁣we as an ‍industry must revisit some of the foundations that‍ drove the previous transformation ⁣and innovate collectively to rethink the entire technology ⁢stack. Let’s explore the forces driving this ‍upheaval and lay out what this architecture must look like.

From commodity hardware to⁤ specialized compute

For decades, the⁢ dominant trend in computing has been ⁣the democratization of compute through ⁢scale-out architectures built on nearly identical, commodity servers.‍ this ⁢uniformity allowed for flexible workload placement and efficient resource utilization. The demands of gen AI, heavily reliant on⁢ predictable mathematical operations on⁣ massive datasets, are reversing this trend.

We are now ⁤witnessing a decisive shift towards specialized hardware —‌ including ASICs, GPUs, and tensor processing units (TPUs) — that deliver orders of magnitude ‍improvements in performance per dollar and per‍ watt ‌compared to general-purpose CPUs. This proliferation of domain-specific compute⁢ units, optimized for narrower tasks, will be⁤ critical to driving​ the continued rapid advances in AI.


the ‌New Imperative: Speed in⁤ AI infrastructure⁢ Deployment

The landscape of computing is undergoing a​ seismic shift.⁤ The days of gradual, rack-by-rack hardware upgrades are over. Deploying modern machine learning (ML) supercomputers demands a fundamentally‌ new approach ‍- one where speed is no longer a benefit, but a strategic imperative. This isn’t simply about faster processors. ML workloads don’t thrive on heterogeneity. To unlock the full ⁤potential​ of each new⁢ hardware ‍generation, compute code, algorithms, and compilers must be meticulously tuned specifically for⁣ that architecture. And ​the pace of innovation is⁢ relentless, often ​delivering 2x or greater ⁣performance gains every year.

Why Speed Matters: The Shift to massive, Homogeneous Deployments

This rapid innovation necessitates a‌ move⁣ away from incremental ​upgrades. Instead, we’re seeing a demand for massive, simultaneous rollouts of homogeneous hardware – often ​spanning entire ⁣data centers. Consider these key points: Annual Refresh⁤ Cycles: ‌ Expect integer-factor performance improvements with each hardware generation. Rapid Stand-Up: The ‌ability to quickly deploy these colossal AI engines is critical. Algorithmic Breakthroughs: Faster ‌infrastructure ​directly supports and accelerates advancements in AI algorithms. The goal? ⁢To drastically compress the timeline from initial design to a fully operational deployment of 100,000+ chips. This‍ requires a manufacturing-like model for AI infrastructure, prioritizing radical acceleration and automation at every stage. ‌From architectural design to ongoing monitoring and ⁣repair, streamlining and automation are paramount to maximizing the impact of each⁢ hardware⁤ generation.

Meeting the Moment: Reimagining AI Infrastructure

The emergence⁣ of generative AI isn’t just an evolution; it’s a revolution. It demands a complete reimagining of​ our computing infrastructure. The challenges are⁣ significant – specialized⁢ hardware,high-bandwidth interconnects,and sustainable‍ operations all require⁢ focused attention. But the potential rewards are transformative. We can’t simply refine existing⁢ blueprints. the compute infrastructure ⁢of ⁤the next few years will be fundamentally different. A collective effort, spanning research and industry, is needed to re-examine AI compute ‍requirements from first principles. This collaborative approach‍ will unlock:
New Capabilities: breakthroughs in fields like medicine, education, and business. Unprecedented Scale: AI solutions deployed at a level previously unimaginable. Enhanced Efficiency: Optimized resource utilization⁢ and reduced operational costs.
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Ultimately, prioritizing ​speed in ⁢AI infrastructure deployment isn’t just about keeping pace with innovation.It’s about‌ enabling the next wave of AI-driven progress ⁣and‍ realizing its full potential to reshape our world.
Amin Vahdat is VP and GM for machine learning, systems⁣ and cloud ​AI at Google Cloud. Stay Ahead with VB Daily Want to stay informed on the⁢ latest AI business use cases? VB Daily ⁤delivers​ the inside scoop on ‍generative AI – from regulatory changes to practical deployments -⁤ helping you share valuable insights and maximize ⁤ROI. Read our Privacy Policy and subscribe to VB daily today!

The New Imperative: Speed in AI Infrastructure Deployment

The ⁣landscape of computing is undergoing a​ seismic shift.The days of gradual, rack-by-rack hardware upgrades are ⁣over. Deploying modern machine learning (ML)‍ supercomputers demands a fundamentally new approach ​-‌ one where speed is no longer⁣ a benefit, but a strategic imperative. This isn’t simply about faster ‌processors. ML workloads don’t thrive on ‌heterogeneity. To unlock the full potential of ⁤each new hardware generation, code, algorithms, and compilers must be⁢ meticulously tuned specifically for that architecture. And the pace of innovation is relentless, frequently enough delivering 2x or greater performance gains⁣ annually.

Why Speed Matters: The shift to Massive, Homogeneous Deployments

This rapid innovation necessitates a⁣ move away from incremental improvements. ‌Instead, we’re seeing a demand for large-scale, simultaneous rollouts of homogeneous hardware – often spanning entire data ‌centers. Consider these key points: annual Refresh Cycles: Expect integer-factor performance improvements with each⁢ hardware generation. Rapid Stand-Up is ⁣Crucial: The ability‍ to quickly deploy these massive AI engines is paramount to staying competitive. Time Compression: We need to drastically shorten the timeline from design to fully operational ⁤deployments of 100,000+ chip systems.This requires a manufacturing-like model for AI⁢ infrastructure. every stage – ‌from initial architecture ‍to ongoing monitoring and repair ⁣- must be streamlined and automated to maximize the impact of each hardware​ iteration at scale.

The generative AI‌ Revolution & The Need for a New Blueprint

The emergence of generative AI isn’t just an evolution; it’s a revolution. It demands a radical rethinking of our computing infrastructure. ⁤The challenges are significant:
Specialized hardware: Developing⁣ and deploying hardware tailored for GenAI workloads. Interconnected Networks: building networks capable of handling the‍ massive data flows. Sustainable Operations: ⁢ Addressing the energy demands of these powerful systems. Tho, the potential rewards are transformative. The compute infrastructure of the next few years will be unrecognizable. We can’t simply refine ⁤existing designs. Instead, a collective effort – spanning research and industry – is⁤ needed to re-examine AI ‌compute requirements from first principles. This will lead to a ⁤new blueprint for the global infrastructure, unlocking fundamentally new capabilities across medicine,⁤ education, and business, all at unprecedented scale and​ efficiency. Amin Vahdat is VP and GM for machine learning, systems and cloud AI at Google Cloud.
Stay Ahead with ‍VB Daily Want ‌to stay informed on the latest in generative AI? ‍VB Daily delivers daily insights on business use cases, ⁤regulatory shifts, and practical deployments, helping you share valuable insights and maximize ROI. Subscribe to ‌VB Daily – and read our Privacy Policy.

The New Imperative: ⁢Speed in⁤ AI Infrastructure Deployment

The landscape of ​computing is undergoing ⁣a seismic shift. The days of gradual, rack-by-rack hardware upgrades are over. Deploying modern machine learning (ML) supercomputers demands a fundamentally‍ new ⁢approach – one where speed isn’t ‍just an advantage, it’s a strategic imperative. Traditional infrastructure allowed for heterogeneous deployments.⁢ But ML compute thrives on homogeneity. Algorithms, code, and compilers must be meticulously tuned to each new hardware generation to unlock its full potential. And that potential is arriving at an unprecedented rate – often doubling performance every year.

Why Speed Matters Now

This rapid innovation cycle necessitates a move away from incremental improvements. instead,we need massive,simultaneous hardware rollouts,often spanning entire data centers. Annual‌ refreshes delivering substantial performance gains mean the ⁢ability to quickly ⁣deploy these powerful AI engines is critical.Consider ‌these⁣ key points:
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Hardware Innovation: Performance leaps⁢ are happening annually, not over ⁣several years. Homogeneity is Key: ML workloads demand specifically tuned infrastructure. Scale is Essential: Deployments must‌ be large and simultaneous for maximum ⁢impact. The goal is clear: drastically compress the timeline from initial design to a fully operational deployment ⁣of 100,000+ chip systems. This​ requires⁤ efficiency gains and the ability to support groundbreaking algorithmic advancements.

From‌ Design to Deployment: A⁤ Manufacturing Model for AI

Achieving this speed demands radical acceleration and automation across every stage of the​ infrastructure lifecycle. We need to adopt a manufacturing-like model for building and⁢ maintaining these systems. This means ​streamlining and automating:
architecture ⁤Design: Faster iteration and optimization. Deployment Processes: Rapid and reliable hardware installation. Monitoring & Repair: Proactive identification and resolution‍ of ‍issues. Every step must be optimized to leverage each new ​hardware generation⁣ at scale,maximizing return on investment and accelerating⁣ innovation.

Meeting the Moment: A Collective⁤ Effort for Next-Gen ‍AI

The emergence of generative AI isn’t simply an evolution; it’s a revolution. It demands a complete reimagining of our computing infrastructure. The challenges are significant – specialized hardware, interconnected networks, and sustainable operations all ⁤require attention. But the potential rewards are transformative. Our future compute ⁣infrastructure will be unrecognizable within just a few years.Simply improving ‍existing blueprints won’t suffice. We need ‌a collective effort,spanning research and ⁣industry,to‍ re-examine the fundamental requirements of AI compute. This collaborative approach will lead to: A New Blueprint: A foundational ⁣design for the global AI infrastructure. unprecedented Capabilities: Breakthroughs in fields like medicine, education, and business. Increased Efficiency: Optimized resource utilization and reduced ⁢costs. The ‌time for incremental change is over. We must ⁤embrace a new era of speed,⁣ automation, and ⁣collaboration to⁣ unlock the full potential of AI.
Amin Vahdat is VP and GM for machine learning,systems and cloud AI at Google Cloud.* Stay Ahead with‌ VB Daily Want to stay informed on the ‍latest AI business use cases? VB ⁣Daily delivers daily insights⁣ on generative AI, regulatory shifts, and practical deployments, helping you ⁤share valuable insights and maximize ROI. Read our Privacy ⁤Policy and subscribe ⁤to VB Daily ​ today!

beyond ethernet: The rise⁣ of specialized interconnects

These specialized‍ systems will frequently enough ​require ​“all-to-all” dialogue, with terabit-per-second bandwidth⁤ and nanosecond latencies that approach local memory speeds. Today’s networks, largely based on commodity ⁢Ethernet switches and TCP/IP protocols, are ill-equipped to handle these extreme demands.

As a result, to scale gen AI workloads across vast ‌clusters of specialized accelerators, ⁤we are seeing the rise of specialized interconnects, such as ICI for TPUs and NVLink for GPUs. These⁣ purpose-built ​networks prioritize direct memory-to-memory transfers and use dedicated hardware to speed details sharing ‌among‌ processors,effectively bypassing the‍ overhead of traditional,layered networking stacks.

This move towards tightly integrated, compute-centric networking will ‌be essential to overcoming communication bottlenecks and scaling the next​ generation of AI efficiently.

Breaking the memory wall

For decades, the ⁤performance gains ‍in computation ​have outpaced the growth in memory bandwidth. While techniques like caching and stacked SRAM have partially mitigated this,the data-intensive nature of AI is ⁤only exacerbating the problem.

The⁤ insatiable need ‍to feed increasingly powerful compute units has lead to high bandwidth memory (HBM), which stacks DRAM directly on ⁣the processor package to boost bandwidth and reduce latency. though, even HBM faces fundamental limitations: The physical chip perimeter restricts total dataflow, and moving massive datasets at terabit speeds creates significant energy constraints.

These limitations‍ highlight the critical need for higher-bandwidth connectivity and underscore the urgency for breakthroughs in processing and memory​ architecture. Without these innovations, our powerful compute resources will sit idle waiting for data, dramatically‍ limiting efficiency and scale.

From server farms to high-density systems

today’s advanced machine learning (ML) models‌ frequently enough rely on carefully orchestrated calculations across tens ⁤to hundreds of thousands of ‌identical compute elements, consuming immense power. This tight coupling ⁢and fine-grained synchronization at the microsecond level imposes new ‌demands.‌ Unlike systems that embrace heterogeneity, ML computations ⁤require homogeneous elements; mixing generations would bottleneck faster units. Communication pathways must also be pre-planned and highly efficient, since delays in a single element can stall an ⁢entire process.

These extreme demands for coordination and power are driving the need for ‌unprecedented compute density. Minimizing​ the physical distance between‍ processors becomes essential to reduce latency and power consumption,‌ paving the way for‍ a⁣ new class of ultra-dense AI systems.

This drive​ for extreme‍ density and tightly⁣ coordinated ⁤computation fundamentally ‌alters the optimal design for infrastructure, demanding a radical ‍rethinking of physical layouts and dynamic ⁣power management to prevent performance⁢ bottlenecks and maximize efficiency.

A new approach to fault tolerance

Traditional⁢ fault tolerance relies on redundancy among⁤ loosely connected systems to achieve high uptime. ML computing demands⁤ a different approach.

first,the sheer ⁢scale of computation makes over-provisioning too costly.Second,model training is a tightly synchronized process,where a single failure can cascade to thousands of processors. advanced ML hardware frequently enough pushes​ to the boundary of current technology, potentially ⁣leading to higher failure rates.

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Rather, the‌ emerging strategy ‍involves frequent checkpointing — ⁢saving computation state — ‍coupled with real-time monitoring, rapid allocation of spare resources and ⁤quick restarts. The underlying⁢ hardware and network design must enable swift⁢ failure detection and seamless component replacement to maintain performance.

A more sustainable approach to power

Today ⁣and looking forward, access to power is a key⁢ bottleneck‌ for scaling AI compute. While traditional ‍system design focuses on maximum performance per chip, we⁣ must shift​ to an end-to-end design focused on delivered, at-scale performance per​ watt. This approach is vital because it considers all system components — compute,network,memory,power delivery,cooling and fault tolerance ‍—‍ working together seamlessly to sustain performance. Optimizing components⁢ in isolation severely limits overall ⁣system efficiency.

as we ​push for greater performance,individual chips require more power,often exceeding the ⁢cooling capacity of traditional​ air-cooled data ⁤centers. This necessitates ‍a shift towards more energy-intensive, but ultimately more ‌efficient, liquid cooling⁤ solutions, and a fundamental redesign of data center cooling⁣ infrastructure.

Beyond cooling, conventional redundant power sources, like dual utility ‌feeds and diesel generators, create substantial financial⁤ costs and slow​ capacity​ delivery. Rather, we must combine diverse power sources and storage at multi-gigawatt scale, managed by⁤ real-time microgrid controllers. By leveraging AI workload versatility and geographic distribution, we can deliver more capability without expensive backup systems needed only a few hours per year.

This evolving power model enables real-time response to power availability — from ‌shutting down computations during shortages to advanced ⁢techniques like frequency scaling for workloads that can tolerate reduced performance. All of this ⁣requires real-time telemetry and actuation at levels not currently available.

Security and privacy: Baked in, not bolted on

A critical lesson from the internet⁢ era‍ is that security and privacy cannot be effectively bolted ‍onto an existing architecture. Threats from bad actors will only ‌grow more refined, requiring protections for user data and proprietary intellectual property to be built⁢ into the fabric of the ML infrastructure. One vital observation is that AI will, enhance attacker ‌capabilities. This, in turn, means that we must ensure that AI simultaneously ‌supercharges our defenses.

This includes end-to-end data encryption, ‌robust data lineage tracking with verifiable access logs, hardware-enforced ​security boundaries to protect sensitive computations and sophisticated key management systems. ⁤Integrating these safeguards from the ground up will be essential ‌for protecting users⁣ and maintaining their trust. Real-time monitoring of what will likely be ⁣petabits/sec of telemetry and logging will be key to identifying ⁤and neutralizing needle-in-the-haystack attack vectors, including those coming from insider threats.

Speed as a strategic imperative

The rhythm of hardware upgrades has shifted dramatically. Unlike the incremental rack-by-rack evolution of traditional infrastructure, deploying ML supercomputers requires a fundamentally different approach. This is because ML compute dose not easily​ run on heterogeneous deployments; the compute code, algorithms and compiler must be specifically‍ tuned to each new hardware generation to fully leverage its ⁣capabilities. The rate of innovation‌ is also unprecedented, often delivering a factor of ‍two or more in performance year over year from new hardware.

Thus, rather of incremental upgrades, a massive‍ and simultaneous rollout of homogeneous hardware, frequently enough‌ across entire data centers, is now required.With annual hardware refreshes delivering integer-factor performance improvements,‌ the⁢ ability to rapidly ⁣stand up‍ these colossal AI engines‌ is paramount.

The goal must be to compress timelines from design to fully operational 100,000-plus chip ⁤deployments, enabling efficiency improvements while supporting⁤ algorithmic breakthroughs. This necessitates radical acceleration and ⁤automation of every‌ stage,demanding a manufacturing-like​ model for these infrastructures. From‌ architecture​ to monitoring and repair, every​ step must be streamlined ⁢and automated to leverage each hardware generation at unprecedented scale.

Meeting the moment: A collective effort for next-gen AI ⁢infrastructure

The rise of gen AI marks not just an evolution, but a revolution that requires a radical reimagining of our computing infrastructure. The challenges ahead ‍— ⁤in specialized hardware, interconnected networks ⁢and sustainable operations — are significant, but so too is the transformative potential of the AI it will enable.

it is easy to see that our resulting compute infrastructure will be unrecognizable in the​ few years ahead, meaning that we cannot simply improve on the blueprints we have already designed. Instead, we‍ must collectively, from research to industry, embark on an effort to re-examine the requirements of AI compute from first principles, building a new blueprint for ⁣the underlying global⁤ infrastructure. This in turn ⁤will result in ⁢fundamentally new capabilities, from medicine to education to business, at unprecedented scale and efficiency.

Amin Vahdat ⁣is VP and⁢ GM for ‌machine⁢ learning, systems and cloud AI at Google Cloud.

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