$Alphabet(GOOG)$ GCP CEO Kuria

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$Alphabet(GOOG)$ GCP CEO Kurian said at GS that their payback period on AI servers is under 2 years, and on their own silicon it's half that. He also noted that the majority of infra contracts are 5-year committed contracts. That suggests $Alphabet(GOOGL)$ is earning around $20B per GW on TPU servers, which cost about half of a GPU server.

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