【#Tech24H】Google is aggressively expanding its AI chip lineup, ratcheting up its competition with Nvidia into a new phase. The rollout comes at a critical juncture, amid robust demand across the AI chip market and a rapidly shifting competitive landscape. Alphabet announced on Monday two new tensor processing unit (TPU) variants - TPU 8tx and TPU 8i Max - built for confidential computing and long-context window workloads respectively. This brings Google’s TPU family to four models, covering more granular market needs. Amin Vahdat, head of Google’s chip business, stated, “The future belongs to specialization, and the upside in value from specialization remains enormous.” Bloomberg Intelligence estimates that TPU sales (including related software and hardware) will hit $12 billion this year and exceed $135 billion by 2028. Apple, Meta, Oracle, Anthropic and Jump Trading are already TPU customers, and OpenAI also plans to purchase them.

