Google plans new chip to run Gemini models more efficiently, the Info…

Google is developing a custom server chip called 'Frozen v2' that embeds Gemini model elements directly into hardware, targeting 2028 deployment with 6-10x better efficiency than current TPUs to address internal AI capacity constraints. If you're selling inference optimisation, cooling, power delivery, or tensor software to AI labs, Google just signalled it's building these capabilities in-house by 2028—your buyer is becoming your competitor. Start mapping what Google can't bake into silicon and sell into their supply chain before they do.