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R&D costs: went from 7,694,000,000 to 10,273,000,000 quarterly 2021 to 2022.

whereas revenue went 65,118,000,000 to 69,092,000,000. Somewhat less of an increase.

You'd assume R&D is mostly fully loaded costs of engineers, but I suppose someone who really knows the financials could tell us for sure.



Google is getting deeper into silicon, both datacenter and device. That R&D has substantial capital costs which I think are still included in R&D top line.


I guess we could both read the part of the report where they explain it :)

If it's capitalized, then it's not R&D, which is all expensed.


The silicon would be to save money compared to general purpose compute. The savings should overcome any fixed cost. Doubt it's having that great an impact to R&D cost growth.


that was one of the reasons for TPUs- they are far cheaper (TCO) than large numbers of GPUs if you're doing massive amounts of training.




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