Dylan Patel / SemiAnalysis:
An in-depth look at TPUv7 Ironwood, the latest generation of Google's TPU, and how it positions Google as a serious challenger to Nvidia's AI chip dominance — Potential End of the CUDA Moat?, Anthropic's 1GW+ TPU Purchase, The more (TPU) Meta/SSI/xAI/OAI/Anthro buy the more (GPU capex) …
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Sunday, November 30, 2025
An in-depth look at TPUv7 Ironwood, the latest generation of Google's TPU, and how it positions Google as a serious challenger to Nvidia's AI chip dominance (Dylan Patel/SemiAnalysis)
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Datadog closed up 31%+ after reporting Q1 revenue up 32% YoY to $1B and raising its FY revenue forecast, an outlier in the software industry amid the AI boom (Mike Wheatley/SiliconANGLE)
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