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> These new C4A instances are advertised as offering up to 50% better performance and up to 60% better energy efficiency than their current generation x86 instance types.

Hardware (see also, Google's TPUs and their performance vs. energy cost) is one reason why I'm fairly bullish on Google.

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These are Neoverse-V2 based...same as NVIDIA Grace and AWS Graviton4. Also note they are comparing 48 cores in the C4A, to 24 cores and 24 hyperthreads in the Xeon C4 (Emerald Lake). So single threaded tasks will be somewhat worse than C4, but once the number of threads are significantly greater than the number of cores in C4, C4A will be better.

Intel and AMD are coming out with new server processors with 128/144/192/288 cores in a chip, which can easily put them back on top again.

Hardware companies have yearly releases and work closely with their customers. None of this describes google and it's the reason why nvidia is a trillion dollar company despite Google TPUs existing prior. Basically no one outside of Google uses Google hardware. If it's a generic arm target someone might use it because it's low effort, but it's not exactly a value add.

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