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← @pascualinvest

$GOOG

BEARISH2026-07-20
Price around the call
↓ 2026-07-20
By horizonMaturing · ~17 trading days to go
1d
✓ -1.1%
5d
…
21d
…
Original post
Facundo Pascual · 2026-07-20

$GOOG está desarrollando un chip de inteligencia artificial nuevo, apodado internamente "Frozen v2", que según The Information podría correr sus modelos Gemini entre 6 y 10 veces más eficientemente por unidad de energía que sus chips actuales, los TPU. La idea técnica: en lugar de un chip de propósito general, graban partes de la arquitectura de Gemini directamente en el silicio. Al "congelar" el modelo en el hardware, reducen el movimiento de datos y la cantidad de cálculos necesarios para responder cada consulta. Más velocidad y menos consumo, a cambio de flexibilidad: el chip sirve para Gemini, no para cualquier modelo. El objetivo declarado es aliviar su escasez de cómputo, que hoy obliga a Google a racionar el acceso interno y a rechazar algunos negocios en su nube. Apuntan a despl

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