255: Guess What’s Google Next? AI, AI, and Some More AI!

The Cloud Pod

Welcome to episode 255 of the Cloud Pod podcast – where the forecast is always cloudy! This week your hosts, Justin, Jonathan, Matthew and Ryan are here to tackle the aftermath of Google Next. Whether you were there or not, sit back, relax, and let the guys dissect each day’s keynote and the major announcements.

Titles we almost went with this week:

• How About Some AI?
• “The New Way to Cloud” is a Terrible TagLine (and is what happens when you let AI do your copy)
• Welcome Google Cloud Next Where There is No Cloud, Just AI
• Ok Google, did your phone go off?
• For 100 dollars, guess how many AI stories Google Has This Week
• From Search to Skynet: Google Cloud Next’s Descent into AI Madness
• ‘Next’ Up from Google – AI!
• Have Some Conference with Your AI

A big thanks to this week’s sponsor:

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GCP – Google Next 2024

We’re jumping right into GCP this week, so we can talk about all things Google Next.

01:44 FIrst impressions: Vegas > Moscone, so take that Vegas.

• Both Ryan and Justin agree that Vegas is much better than the Mosconoe center in San Francisco for Google Next
• The Sessions were well organized, but Ryan is a little tired from walking back and forth between them. Exercise is tiring! \
• Vegas infrastructure was well utilized, something Amazon didn’t do as well.
• Folks staying at area hotels that *weren’t* Mandalay Bay had some issues with trying to get onto / off property at the beginning and end of the day.
• Free coffee is still available. *If you can find it.
• Expo hall felt cramped

08:22 Thoughts on the Keynote Address

Note: Not enough space in the arena for keynotes; the arena holds approx. 12k; numbers released by Google say there were 30k in attendance.

• Thomas Kurian kicked off the keynote, introduced their new tagline “The New Way to Cloud”
• Sundar: Months can feel like decades in the cloud… WORD.
• 36B revenue run rate
• Kurian did a rapid fire announcement of all the things coming – which required Justin to rewatch just to get them all.
  • A3 Mega Nvidia H100 GPUs
  • Nvidia GB200 NVL72 (in early 2025
  • TPU v5p GA
  • Hyperdisk ML for Inference
  • Cloud Storage Fuse Caching GA
  • Parallel Store Caching
  • AI Hypercomputer
  • Dynamic Workload Scheduler
  • Nvidia GPU Support for GDC Google Distributed Cloud
  • GKE Enterprise for GDC
  • AI Models on GDC
  • Vector Search on GDC
  • Vertex AI Solutions with GDC
  • Secret and Top Secret