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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A look at Anthropic's Long-Term Benefit Trust, an unusual, opaque five-member trust whose trustees own no equity and hold enormous sway over the company (Theo Francis/Wall Street Journal)

Theo Francis / Wall Street Journal : A look at Anthropic's Long-Term Benefit Trust, an unusual, opaque five-member trust whose truste...