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AI demand is so high, AWS customers are trying to buy out its entire capacity | Network World

Cisco: Latest news and insights 2026 network outage report and internet health check Selector targets the network visibility gap in multi-cloud infrastructure AI reshapes cybersecurity workforce priorities as IT teams brace for new risks Top network and data center events of 2026 How AI is transforming network incident response (and where it still falls short) Google opens TPUs to enterprises beyond its own cloud via Blackstone JV AI, cybersecurity skills top IT pay premiums Startup Bolt Graphics promises 5x performance over Nvidia’s best GPU Wireless security is a battle of AI vs. AI NetOps teams look to AI to automate Day 2 operations Digital twins reshape network and data center management Network outages, power failures strain data center resiliency Five takeaways from Cisco's blowout quarter and what it means to customers Cisco to cut nearly 4,000 jobs despite strong growth in AI, enterprise networking Startup SPAN teams with Nvidia to put data center nodes in your backyard Hard drive shortage affecting enterprise storage needs Wi-Fi 8 is closer than you think. Here’s what you need to know Cisco open-sources agentic AI security spec HPE revamps private cloud stack for enterprises rethinking VMware Versa takes aim at fragmented enterprise security with CSPM, orchestration update, and AI agent controls Red Hat opens Ansible to AI agents, within limits Red Hat offers endless Linux support — for a fee Red Hat: Sovereignty is more than just compliance Tech job postings hit three-year high as AI demand fuels hiring rebound HPE memory server targets compute-heavy and agentic AI workloads PCI group begins work on new spec to support bandwidth-hungry apps like AI, HPC Q&A: Quantum physicist Sonia Fernández-Vidal on why classical computing isn't going anywhere OpenAI-led consortium seeks to address AI processing bottlenecks AWS hit by US-East-1 outage after data center thermal event Gluware's Titan rises to meet Mythos network vulnerability challenge AMD launches AI-targeted PCIe cards for current servers Supply constraints, optical advances dominate Arista's Q1 Lumen advances cloud networking vision with $475M Alkira buy HPE bolsters autonomous network operations for Mist, Aruba Central Netskope launches AI agents for SOC and NOC automation Intel, behind in AI chips, bets on quantum and neuromorphic processors Switch storm coming: Gartner forecasts price hikes, long lead times for enterprise data center switches Extreme moves toward autonomous networking with advanced AI agent, management tools Broadcom bets big on VMware Cloud Foundation 9.1 IBM unveils its blueprint to help enterprises run AI at the core of their business Ruckus Networks on the move again, this time acquired by Belden for $1.85 billion AMD and Intel partner to deliver AI performance advancement Cisco grabs Astrix to secure AI agents Beyond the pitch: A look at Atlético Madrid's connected stadium StarlingX 12.0 is right on time for mixed-hardware edge deployments Cisco nerds out: May the Fourth be with your AI assistant Memory shortage and cost surge push enterprises toward the cloud Extreme Networks: Memory advantage, Wi-Fi 7 and competitive flux drive momentum Scenes from the great data center revolt Enterprise Spotlight: Transforming software development with AI When 170,000 people show up: Network refresh readies Churchill Downs for Kentucky Derby IT certification pay surges as noncertified skills slump QuEra claims quantum error correction breakthrough with 2-to-1 qubit ratio HPE expands ProLiant line with rugged edge servers Deconstructing the data center: A massive (and massively liberating) project Cisco bolsters security, AI support in latest SD-WAN release The era of chatbot AIOps is fading as agentic AI gains traction Auvik bets agentic AI can fill the networking skills gap AI data flows force rethink of data center networking at Backblaze Nvidia's 'AI insurance policy' balances immediate and future AI approaches Cirrascale to offer on-prem Google Gemini models Space data-center news: Roundup of extraterrestrial AI endeavors Network jobs watch: Hiring, skills and certification trends Cisco switch aimed at building practical quantum networks How AI is changing copper, fiber networking Almost 40% of data center projects will be late this year, 2027 looks no better It’s the end of set-and-forget security SUSE bets automated migration can break VMware's grip on virtualization How Zero Networks is closing the network enforcement gap for AI agents Cloudflare wants to rebuild the network for the age of AI agents AI fuels wireless talent shortage Broadcom's Facebook friend will help train it to accelerate AI workloads Data centers are costing local governments billions Equinix offering targets automated AI-centric network operations AI shifts IT roles from operator to orchestrator IBM unveils security services for thwarting agentic attacks, automating threat assessment Maine to put brakes on big data centers as AI expansion collides with power limits Satellite backhaul service Globalstar has a new, rich owner amid challenging market conditions DNS security is often inadequate, and network engineers should get more involved Curious about quantum? 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Google bets on workload-specific TPUs with 8t and 8i launch
2026-04-22 · via AI demand is so high, AWS customers are trying to buy out its entire capacity | Network World

Google on Tuesday unveiled two distinct eighth‑generation TPUs, one for training and one for inference, reviving a split‑chip strategy as cloud providers race to tailor AI hardware to sharply different performance and cost demands.

The company has experimented with differentiated TPU variants before, notably with its fifth-generation V5p and V5e chips, but recent generations such as Trillium and Ironwood largely followed a single-design approach.

The split designs of the new chips, according to HFS Research Phil Fersht, are a strategic move by Google to align its hardware more closely to different stages of the AI lifecycle across enterprises, potentially improving utilization and cost efficiency in production environments.

“Training and inference are now diverging in economics, memory behavior, networking needs, and buying patterns. Customers increasingly want the right price-performance curve for each stage of the model lifecycle, not a one-size-fits-all accelerator,” Fersht said.

In practical terms, the ability to choose between two TPUs designs would help enterprises avoid paying training-grade costs for inference-heavy workloads, said Charlie Dai, principal analyst at Forrester.

Echoing Dai, TrendForce analyst Fion Chiu pointed out that the more cost-efficient 8i chip would help enterprises deploy larger models at a lower price point.

For model providers, such as OpenAI and Anthropic, the choice of chips, Dai pointed out, enables a clearer separation between training and serving fleets, while still allowing reuse of common tools and code paths, in turn lowering total costs, improving fleet efficiency, and simplifying model lifecycle transitions.

In fact, Google is not the only chip provider that is walking the split-design path, said Stephen Sopko, analyst at HyperFRAME Research, giving the example of AWS, which has two distinct chips — Trainium and Inferentia — for different AI workloads.

How is 8t and 8i better than Ironwood?

While the design split reflects changing economics, the two chips are also built for distinct technical advantages over their predecessor, Ironwood.

TPU 8t, the training-focused variant, according to Google, offers nearly 3x compute performance per pod, larger superpods, and double the interchip bandwidth when compared to Ironwood.

While Ironwood delivers 42.5 exaflops across a 9,216-chip pod, TPU 8t scales to 121 exaflops across 9,600 chips, alongside a doubling of bidirectional scale-up bandwidth to 19.2 Tbps per chip and a fourfold increase in scale-out networking bandwidth to 400 Gbps, the company said in a statement.

The boost to performance and bandwidth between racks, according to Omdia principal analyst Alexander Harrowell, will support training of even larger models with shorter runs compared to Ironwood.

By contrast, TPU 8i, the inference-focused variant, represents a more substantial departure, at least three times the memory, from Ironwood’s design priorities, Harrowell said.

TPU 8i introduces 288GB of high-bandwidth memory combined with 384MB of on-chip SRAM, which Harrowell pointed out brings TPUs closer to the memory footprint of leading GPUs.

The expanded on-chip SRAM, the analyst noted, will help keep active model data closer to the processor, in turn, reducing latency during inferencing, particularly as models grow in size and complexity.

The architectural changes in 8i reflect the industry’s incremental shift towards Mixture of Experts (MoE) and long-context models, which are expected to grow further in size in the future, said HyperFRAME Research’s Sopko.

“Large RAM and pod sizes are now required to keep trillion-parameter models and million-token context windows memory-resident during serving,” Sopko said.

When compared directly to Ironwood, which offers 256 chips per pod and 1.2 exaflops per pod, TPU 8i offers pods that can be scaled up to 1,152 chips, generating 11.6 exaflops per pod.

Beyond scale and memory, the new chips, according to Google, improve system efficiency over Ironwood, delivering 2x better performance per watt and tighter integration with Google’s Axion Arm-based CPU hosts.

TPU 8t and 8i, the company added, will be made generally available later this year as part of Google’s AI Hypercomputer platform.

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