The Zhitong Finance App learned that Wall Street financial giant Morgan Stanley's latest estimates show that as the AI computing power industry chain further shifts from centralized AI training to large-scale AI inference processes, the AI ASIC computing power cluster led by Google's TPU is being upgraded from cost reduction and efficiency improvement and customized planning tools within Google's cloud computing business to a high-margin AI cloud infrastructure business that can be sold abroad. The promise of one million TPUs and a potential large-scale batch supply of about 35 billion US dollars prompted the Morgan Stanley analyst team to drastically raise the Google TPU system sales price assumption from $20 billion to $27 billion per gigawatt, and raise the gross margin assumption from 20% to 30%.

The Zhitong Finance App learned that Wall Street financial giant Morgan Stanley's latest estimates show that as the AI computing power industry chain further shifts from centralized AI training to large-scale AI inference processes, the AI ASIC computing power cluster led by Google's TPU is being upgraded from cost reduction and efficiency improvement and customized planning tools within Google's cloud computing business to a high-margin AI cloud infrastructure business that can be sold abroad. The promise of one million TPUs and a potential large-scale batch supply of about 35 billion US dollars prompted the Morgan Stanley analyst team to drastically raise the Google TPU system sales price assumption from $20 billion to $27 billion per gigawatt, and raise the gross margin assumption from 20% to 30%.