Google TPU 首次登陆 Google 之外的云：Oracle 将从 2027 年部署
Google TPU 第一次进别人家的云了，Oracle 2027 年部署，PyTorch 代码不用改就能跑，想绕开 GPU 定价的可以留意。
Google 的 TPU 将首次在 Google 之外的超大规模云上运行，Oracle 计划从 2027 年开始部署，并在此后数年内逐步扩容。Oracle 负责供电、冷却和数据中心网络，通过其 Acceleron 网络将 TPU 集群与 Oracle 数据库和存储连接，企业可以在数据旁边直接微调和推理，无需跨云传输。Google 称第 8 代 TPU 单芯片 FP4 算力最高达 12.6 PFLOPS，大型训练任务有效运行时间超过 97%，低延迟推理的性价比最高提升 80%。其开源 TorchTPU 栈支持现有 PyTorch 代码，配合 vLLM、SGLang 等工具无需改写模型即可迁移，降低从 NVIDIA GPU 迁出的成本。
Google’s TPUs will run on a hyperscale cloud outside Google for the first time, with Oracle deploying capacity from calendar 2027 and ramping it over several years.
Oracle supplies the power, cooling and data center networking, and its Acceleron network links TPU clusters to Oracle databases and storage, so enterprises can fine-tune and serve models beside their records without cross-cloud transfers.
Google claims its 8th-generation TPUs deliver up to 12.6 PFLOPS of FP4 compute per chip, keep clusters doing productive work over 97% of the time on large training runs, and give up to 80% better performance per dollar for low-latency serving.
Google says its open-source TorchTPU stack runs existing PyTorch code, along with tools such as vLLM and SGLang, on TPUs without model rewrites, which lowers the cost of moving work off NVIDIA GPUs.
The deal carries Google’s effort to sell TPUs beyond its own cloud, which began earlier this year with sales to smaller providers, into a direct hyperscale competitor.
