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brookst | karma 8408 | avg karma 3.08 · 2022-10-25 20:37:43

Google is getting deeper into silicon, both datacenter and device. That R&D has substantial capital costs which I think are still included in R&D top line.

AlbertCory | karma 11781 | avg karma 2.26 · 2022-10-25 20:55:07

I guess we could both read the part of the report where they explain it :)

If it's capitalized, then it's not R&D, which is all expensed.

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bushbaba | karma 3328 | avg karma 2.7 · 2022-10-25 21:01:12

The silicon would be to save money compared to general purpose compute. The savings should overcome any fixed cost. Doubt it's having that great an impact to R&D cost growth.

dekhn | karma 28741 | avg karma 2.63 · 2022-10-26 09:18:50

that was one of the reasons for TPUs- they are far cheaper (TCO) than large numbers of GPUs if you're doing massive amounts of training.