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Ironwood

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2025-12-01
SemiAnalysis 2 related

An in-depth look at TPUv7 Ironwood, and how the latest Google TPU generation positions Google as the most threatening challenger to Nvidia's AI chip dominance

Fascinating article.  They argue that the reason for NVIDIA's circular investment deals is to intertwine their own fate with that of the big labs, to keep themselves on top  —  OpenAI saved 30% on the...

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