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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Sources: after five Thinking Machines staff left, investors are rattled, potentially impacting fundraising; two researchers quit via Slack during an all-hands (The Information)
The Information : Sources: after five Thinking Machines staff left, investors are rattled, potentially impacting fundraising; two researc...
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Amrith Ramkumar / Wall Street Journal : An interview with White House OSTP Director Michael Kratsios, a Peter Thiel protégé confirmed by ...
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