🚨 Google TPU: The AI chip landscape may be rewritten!

Recently, Wall Street investment banks have been wildly promoting TPU, with stock prices soaring 📈, and Google's market value approaching 4 trillion. Google's TPU is not an ordinary chip, but a "secret weapon" that has been self-developed for 12 years, specially optimized for AI training.
💡 TPU vs GPU

GPU: NVIDIA has become a money printer in the AI era thanks to it, with a market value of 5 trillion.

TPU: Custom-designed for Google's own AI tasks, efficient and energy-saving, runs incredibly fast only within the Google ecosystem.

📊 Commercialization Begins

#Anthropic has signed an order for 1 million TPU.

#Meta discusses renting for next year and directly purchasing for training the Llama model the year after.

TPU is not only a chip for training but also the "accelerator engine" of Google's AI ecosystem.

💰 Financial Impact

Every sale of 500,000 TPU → Google 2027 cloud revenue increases by 13 billion USD ( +11% )

EPS increased by $0.37, overall EPS +3%

Cloud services + chip closed loop, forming a positive flywheel

⚖️ Relevant company news positive/negative

Google #GOOGL: The biggest beneficiary, cloud revenue increases, R&D costs diluted

Nvidia #NVDA: Limited short-term impact, but long-term monopoly position is threatened

AMD #AMD: Originally relied on MI450 to seize the market, but TPU has turned into a quasi-commercial product, increasing competitive pressure.

Broadcom #AVGO: The invisible biggest beneficiary, with large and stable TPU foundry order volumes.

⚠️ Risk Point
1️⃣ Business Model: Directly selling chips or renting them? Impact on profit structure
2️⃣ Developer Ecosystem: Can the TPU Command Center eliminate the dependency on NVDA CUDA?
3️⃣ Large client Meta's order scale: If Llama is trained on a large scale, TPU will gain industry certification, attracting more follow-up.
📌 Summary
TPU is not just a chip; it is the trump card of Google’s AI + Cloud strategy. A triopoly of AI chips is forming: Nvidia, AMD, and Google. The full commercialization of Google TPU may change the entire AI training ecosystem, and investors should pay attention!
‍#TPU #GOOGL #AI芯片