| Category | Details |
|---|---|
| Event | Google launches Ironwood, its 7th-gen TPU, challenging Nvidia's AI dominance. |
| Launch Date | Officially unveiled in November 2025, now available globally. |
| Key Specifications | - 4× faster than TPU v4 <br> - Scalable to 9,216 TPUs per pod <br> - Optimized for AI training + real-time inference <br> - Improved energy efficiency & latency. |
| Major Client | Anthropic (Claude AI) deploying ~1 million Ironwood chips. |
| Commercial Impact | Google Cloud Q3 2025 revenue: $15.15B (up 34% YoY). <br> 2025 Capex: $93B (raised forecast). |
| Competitive Context | Direct rival to Nvidia GPUs, competes with AWS & Microsoft Azure in cloud AI. |
| Strategic Significance | - Reduces reliance on external chips (e.g., Nvidia) <br> - Enables large-scale LLM training <br> - Supports real-time AI applications. |
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