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谷歌全球基础设施与容量副总裁 Bikash Koley 已正式离开这家超大规模云巨头,转投由 Blackstone 与谷歌联合成立的 TPU 新云(neocloud)企业 Crux AI,出任首席技术与产品官。Koley 在谷歌前后两段任职经历合计超过 16 年,是公司网络与基础设施体系的核心人物之一。此次人事变动发生在 Crux AI 筹备扩张的关键节点,也折射出 AI 算力市场对顶级基础设施人才的争夺已进入白热化阶段。
从谷歌老将到新云操盘手
Koley 的职业轨迹与谷歌基础设施的演进深度绑定。在其长期任内,他负责的全球基础设施与容量规划涵盖数据中心选址、网络架构、跨洋光缆布局以及算力资源的全球调配,是支撑谷歌云与内部 AI 工作负载扩张的关键岗位。16 年的积累使他对超大规模算力体系的设计与运营拥有极为稀缺的实战经验,而这正是当下 AI 基础设施赛道最稀缺的能力组合。
从岗位设定看,Crux AI 给予 Koley 的首席技术与产品官头衔,权限明显超出传统云厂商的单一职能条线,技术与产品一盘棋。这一安排传递出的信号相当清晰:Crux AI 希望将谷歌体系内验证过的基础设施方法论,完整移植到一家以 TPU 为核心算力底座的独立新云公司中,而非简单复刻 GPU 新云的路径。
Blackstone 与谷歌的算力棋局
Crux AI 本身就是资本与算力深度耦合的产物。这家新云公司由私募巨头 Blackstone 与谷歌合资设立,采用谷歌自研 TPU 芯片构建算力集群,由前谷歌工程副总裁 Benjamin Treynor Sloss 掌舵。与 CoreWeave 等以英伟达 GPU 为核心的新云不同,Crux AI 走的是“专用芯片+资本杠杆”路线,试图通过 TPU 的性价比优势在 AI 训练与推理市场切出独立生态位。
值得注意的是,Crux AI 的人才梯队搭建速度惊人。上个月,公司刚刚挖来 Meta 数据中心工程与建设副总裁 Alan Duong,负责数据中心层面的落地执行;此次再将 Koley 收入麾下,技术与基建两大核心板块的掌门人已全部到位。两位高管分别来自谷歌和 Meta 的基础设施核心层,这种配置在成立初期的新云公司中并不多见,也侧面印证了 Blackstone 对这一项目的投入强度。
【关键数据】
- Koley 谷歌任职时长: 超过 16 年(两段任期合计)
- Crux AI 2027 年目标容量: 500MW(首期上线规模)
- 新任职位: 首席技术与产品官(CTPO)
- 股东结构: Blackstone 与谷歌合资
- 近期高管加盟: 前 Meta 数据中心工程负责人 Alan Duong(上月入职)

500MW 落地挑战与 TPU 生态变量
按照规划,Crux AI 将在 2027 年实现 500MW 容量上线,并在之后快速扩张。这一时间表与 AI 算力需求的爆发周期高度契合,但落地难度同样不小——电力获取、数据中心选址、供应链交付节奏,每一项都是当前行业的共性瓶颈。Koley 在谷歌积累的全球容量规划经验,恰好对应这些最棘手的环节,这也是 Crux AI 不惜从谷歌体系内直接挖人的核心逻辑。
从产业视角看,Crux AI 的存在对谷歌具有双重价值:一方面,TPU 通过新云渠道对外输出,可以在英伟达主导的 AI 算力市场中扩大自研芯片的外部渗透率;另一方面,谷歌无需将全部资源押注在自有云业务上,通过合资架构分担资本开支与市场风险。而对 Blackstone 而言,AI 数据中心仍是当下回报预期最确定的另类资产类别之一。
新云人才争夺战升级
Koley 的去向并非孤立事件。过去一年,CoreWeave、Crux AI 等新云企业从超大规模厂商处持续吸纳高管,传统云巨头正在成为 AI 算力创业公司的“人才输出方”。对于深耕基础设施多年的资深管理者而言,新云提供了从零构建一套完整算力体系的机会,这种诱惑在成熟的巨头内部难以复制。
对谷歌来说,虽然失去了一位 16 年老将,但 Koley 转投的仍是“自家生态”——Crux AI 采用 TPU、由前谷歌高管执掌,人才流动的实际损失有限,甚至可视为 TPU 生态的外延布局。随着 2027 年 500MW 容量节点临近,Crux AI 能否在 GPU 主导的新云格局中撕开缺口,将成为观察 TPU 外部商业化成色的关键样本,值得持续追踪。
出处:Google's VP of global infrastructure and capacity Bikash Koley heads to TPU neocloud Crux AI
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# Google's VP of global infrastructure and capacity Bikash Koley heads to TPU neocloud Crux AI
Leaves Google, but stays in the family
October 09, 2026 By[Sebastian Moss](https://www.datacenterdynamics.com/en/profile/sebastian-moss/)[Have your say](https://www.datacenterdynamics.com/en/news/googles-vp-of-global-infrastructure-and-capacity-bikash-koley-heads-to-tpu-neocloud-crux-ai/#comments)
[](https://www.datacenterdynamics.com/en/news/googles-vp-of-global-infrastructure-and-capacity-bikash-koley-heads-to-tpu-neocloud-crux-ai/)[](https://www.datacenterdynamics.com/en/news/googles-vp-of-global-infrastructure-and-capacity-bikash-koley-heads-to-tpu-neocloud-crux-ai/)[](https://www.datacenterdynamics.com/en/news/googles-vp-of-global-infrastructure-and-capacity-bikash-koley-heads-to-tpu-neocloud-crux-ai/)[](https://www.datacenterdynamics.com/en/news/googles-vp-of-global-infrastructure-and-capacity-bikash-koley-heads-to-tpu-neocloud-crux-ai/)[](https://www.datacenterdynamics.com/en/news/googles-vp-of-global-infrastructure-and-capacity-bikash-koley-heads-to-tpu-neocloud-crux-ai/)[](https://www.addtoany.com/share)[](https://google.com/preferences/source?q=datacenterdynamics.com)
The vice president of global infrastructure and capacity at hyperscale giant Google has left the company.
Bikash Koley spent more than 16 years at the company, across two tenures, but is leaving to join the Blackstone-Google joint venture, Crux AI.
[](https://media.datacenterdynamics.com/media/images/Crux_AI.original.png)
– Crux AI
Crux is a neocloud set to use Google's TPU chips, run by former Google VP of engineering Benjamin Treynor Sloss. Last month, [the new business hired](https://www.datacenterdynamics.com/en/news/google-blackstones-tpu-neocloud-named-crux-ai-hires-metas-data-center-engineering-head-alan-duong/) the VP and head of data center engineering and construction at Meta, Alan Duong.
Koley has been named chief technology and product officer at Crux, which plans to bring 500MW of capacity online in 2027, and quickly scale to 2GW.
"From laying the groundwork for a resilient global fabric, to pushing the envelope on modern consumable infrastructure, none of it would have been possible without the relentless curiosity, execution rigor, and unwavering commitment of the Google infrastructure teams to keeping the packets forwarding, the tokens serving, and the queries flowing," Koley [said on LinkedIn](https://www.linkedin.com/feed/update/urn:li:activity:7511207808642519040/).
"The pursuit to engineer and scale next-generation infrastructure continues, and I am thrilled to partner once again with Benjamin Treynor Sloss to tackle what comes next."
As well as his time at Google, Koley was previously the CTO and EVP of Juniper Networks, founder and CTO of Qstreams Networks, and lead engineer at Ciena.
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* [Asia Pacific](https://www.datacenterdynamics.com/en/regions/asia-pacific/)
* [Southeast Asia](https://www.datacenterdynamics.com/en/regions/asia-pacific/south-east-asia/)
* [India](https://www.datacenterdynamics.com/en/regions/asia-pacific/india/)
* [Australasia](https://www.datacenterdynamics.com/en/regions/asia-pacific/australasia/)
* [Space](https://www.datacenterdynamics.com/en/regions/space/)
* [Central Asia](https://www.datacenterdynamics.com/en/regions/central-and-western-asia/)
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