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)

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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Sources: SoftBank invites more banks to join its $40B loan backing its OpenAI investment, requiring them to commit ~$5B each; SoftBank has already invested $30B (Bloomberg)

Bloomberg : Sources: SoftBank invites more banks to join its $40B loan backing its OpenAI investment, requiring them to commit ~$5B each;...