He also acknowledged that the company remains \u201csupply constrained\u201d as AI demand continues to outstrip available computing capacity.<\/p>\n
Enter Frozen v2<\/p>\n
Those comments help explain reports that Alphabet is developing Frozen v2, a next-generation AI chip designed to run Gemini models more efficiently.<\/p>\n
According to The Information, Frozen v2 integrates parts of Gemini\u2019s architecture directly into the hardware. Engineers reportedly believe the chip could process six to 10 times more AI tokens per unit of power than Google\u2019s latest custom AI chips, potentially allowing the company to serve far more AI requests without a proportional increase in infrastructure.<\/p>\n
The broader takeaway is that Google\u2019s AI hardware strategy is increasingly being driven by demand rather than technological ambition alone. As Gemini adoption accelerates across Search, Cloud and enterprise products, the company is racing to build infrastructure that can keep up.<\/p>\n
For investors, Frozen v2 represents more than another AI chip. It is Google\u2019s attempt to solve a problem created by its own success: processing tens of billions of AI tokens every minute while easing growing compute constraints.<\/p>\n
Image via Shutterstock<\/p>\n