Google's AI Chip TPU v5p is 2.8 Times Faster in Training LLMs than its Predecessor


Google is advancing the "TorchTPU" initiative, aimed at improving the compatibility of its TPU chips with the PyTorch framework, to reduce the cost for developers migrating from NVIDIA GPUs to Google's TPU. This move is intended to challenge NVIDIA's dominance in the AI chip market and break the deep integration between PyTorch and NVIDIA CUDA.
Broadcom has received a $21 billion AI chip order from Anthropic, with $10 billion confirmed and $11 billion expected to be delivered by the end of 2026. The total order value of the company's AI products has reached $73 billion.
Morgan Stanley reports Google plans to sell TPU chips, targeting 1 million units by 2027. 500,000 units expected to add $13B to cloud revenue (11% of total), boosting EPS by 3%. Alphabet shares rose 20% monthly, outperforming Nasdaq. Google shifts from internal use to external sales, with Meta as key client.....
NVIDIA's stock fell over 7% on Nov 25, down 20% from last month's high, with partners also declining. Concerns over Alphabet's AI chip TPU impacting NVIDIA's market position drove the drop.....
Google promotes its TPUs in the AI hardware market, partnering with small cloud providers to challenge Nvidia's dominance.....