Google’s TPUs are emerging as a credible alternative to NVIDIA, and Samsung is reportedly supplying the majority of the HBM fueling that momentum. According to Hankyung, industry sources say Samsung Electronics provides more than 60% of Google’s HBM shipments in 2025 through Broadcom. The report...

With Google reportedly pursuing TPU deals with Meta and pressure mounting on NVIDIA’s dominance, a rising Chinese TPU startup is drawing attention. According to South China Morning Post, Zhonghao Xinying has positioned itself as a domestic alternative to NVIDIA, saying its self-developed general-p...

As major U.S. cloud providers ramp up their AI ASIC efforts to lessen dependence on NVIDIA, Meta is reportedly evaluating to spend billions on Google’s in-house AI chips. According to Bloomberg, citing The Information, Meta is in talks to deploy Google’s TPUs in its data centers starting in 2027...

Google is advancing its lead in the custom silicon race with its Tensor Processing Units (TPUs). According to CNBC, the company’s seventh-generation TPU, known as Ironwood, is set to hit the market for public use in the coming weeks. In its press release, Google said Ironwood is designed to handle...

According to The Information, citing sources, Google has recently approached smaller cloud providers that primarily lease NVIDIA chips, urging them to also host its AI processors in their data centers. As the report notes, the goal may be to encourage adoption of Google’s TPUs, which might place G...