Tootfinder

Nvidia-Konkurrenz: Google will sein TPU-Geschäft angeblich groß aufziehen
Google und Meta sollen bereits einen Milliarden-Deal für KI-Chips abgeschlossen haben. Neue Joint-Ventures könnten zudem TPUs leasen.

A look at Google's TPU evolution, its decision to sell chips to competitors after 12 years of internal use, the TPU vs. GPU architecture showdown, and more (The Chip Letter)
https://thechipletter.substack.com/p/tpu-mania

TPU Mania
Is GPU vs TPU the CISC vs RISC contest of the modern era?

The Groq deal secures key talent for Nvidia, including CEO Jonathan Ross, creator of the TPU, and keeps them from companies that may try to make their own chips (M.G. Siegler/Spyglass)
https://spyglass.org/nvidia-groq-deal/

NVIDIA’s Christmas Eve 'Hackquisition' Miracle
NVIDIA gets a creator of the TPU, access to inference tech & IP, and stops anyone else from getting such things. All for a mere $20B...

Q&A with Reiner Pope, a former Google TPU architect and CEO of MatX, which designs specialized chips for LLMs, on the limitations of current AI chips, and more (John Collison/Cheeky Pint)
https://cheekypint.substack.com/p/reiner-pope-of-matx-on-accelerating…

Reiner Pope of MatX on accelerating AI with transformer-optimized chips
Reiner Pope is the co-founder and CEO of MatX, designing specialized chips for Large Language Models.

Sources: Google may invest $100M in Fluidstack at a $7.5B valuation and has backstopped crypto miners that are building datacenters, seeking to expand TPU use (Wall Street Journal)
https://www.wsj.com/tech/ai/google-is-exploring-ways…

Broadcom CEO Hock Tan reveals that Anthropic placed a $10B order for Google's Ironwood TPU racks in Q3 and says it placed an additional $11B order in Q4 (CNBC)
https://www.cnbc.com/2025/12/11/broadcom-reveals-its-mystery-10-billion-custo…

Broadcom reveals its mystery $10 billion customer is Anthropic
Broadcom CEO Hock Tan said Anthropic placed an additional $11 billion order in the fourth quarter.