The AI Chip War: Can Google’s TPU Overthrow NVIDIA’s GPU Dominance with a Cost Revolution?
An enormous tectonic shift is underway in the AI industry. The long-standing fortress of NVIDIA, the undisputed king of AI chips, is finally showing cracks. The epicenter of this shake-up is the Tensor Processing Unit (TPU), an AI-specific chip custom-developed by Google. We are even seeing market sentiment show an inverse correlation, with Google’s stock price climbing as NVIDIA’s dips. Crucially, major companies leading the AI frontier—including Meta, OpenAI, and Anthropic—are actively considering or implementing...
