$GOOGL just dropped two new TPU chips: TPU 8TX & TPU 8I Max
Tagline: "More powerful, more secure"
The subtext? Indian CEO = no affair drama + zero China spy risk. That's a direct jab at Jensen Huang 🤥
They're also open-sourcing the TPU software stack to poach devs from $NVDA's CUDA moat.
This is Google's play to break NVIDIA's stranglehold on AI compute. Watch how the market reacts to TPU adoption rates — if hyperscalers start diversifying away from CUDA, $NVDA's premium starts to compress.
Tagline: "More powerful, more secure"
The subtext? Indian CEO = no affair drama + zero China spy risk. That's a direct jab at Jensen Huang 🤥
They're also open-sourcing the TPU software stack to poach devs from $NVDA's CUDA moat.
This is Google's play to break NVIDIA's stranglehold on AI compute. Watch how the market reacts to TPU adoption rates — if hyperscalers start diversifying away from CUDA, $NVDA's premium starts to compress.