{"id":127837,"date":"2025-11-08T01:20:16","date_gmt":"2025-11-08T01:20:16","guid":{"rendered":"https:\/\/www.newsbeep.com\/ie\/127837\/"},"modified":"2025-11-08T01:20:16","modified_gmt":"2025-11-08T01:20:16","slug":"google-just-shook-up-the-ai-hardware-race-in-a-big-way","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/ie\/127837\/","title":{"rendered":"Google just shook up the AI hardware race in a big way"},"content":{"rendered":"\n<p class=\"yf-1090901\">Google isn&#8217;t just joining the coveted AI chip race; it\u2019s turning up the heat.<\/p>\n<p class=\"yf-1090901\">The Alphabet (GOOGL)-owned tech giant\u2019s new Ironwood processor, its seventh-generation Tensor Processing Unit, is now available to a broader audience, a massive step in where the cloud wars are headed next.<\/p>\n<p class=\"yf-1090901\">Ironwood delivers nearly <a href=\"https:\/\/shopping.yahoo.com\/rdlw?merchantId=53056deb-0e54-4c87-964d-2e7d085829e8&amp;siteId=us-y4p&amp;pageId=1p-autolink&amp;contentUuid=679026e6-4867-318d-b4c6-178d98a29309&amp;featureId=text-link&amp;merchantName=Google+Cloud+-+North+America&amp;linkText=10+times+the+throughput+of+TPU+v5p&amp;custData=eyJzb3VyY2VOYW1lIjoiV2ViLURlc2t0b3AtVmVyaXpvbiIsImxhbmRpbmdVcmwiOiJodHRwczovL2Nsb3VkLmdvb2dsZS5jb20vYmxvZy9wcm9kdWN0cy9jb21wdXRlL2lyb253b29kLXRwdXMtYW5kLW5ldy1heGlvbi1iYXNlZC12bXMtZm9yLXlvdXItYWktd29ya2xvYWRzIiwiY29udGVudFV1aWQiOiI2NzkwMjZlNi00ODY3LTMxOGQtYjRjNi0xNzhkOThhMjkzMDkiLCJvcmlnaW5hbFVybCI6Imh0dHBzOi8vY2xvdWQuZ29vZ2xlLmNvbS9ibG9nL3Byb2R1Y3RzL2NvbXB1dGUvaXJvbndvb2QtdHB1cy1hbmQtbmV3LWF4aW9uLWJhc2VkLXZtcy1mb3IteW91ci1haS13b3JrbG9hZHMifQ&amp;signature=AQAAAYXxo0kJFUNnCvr9XioNhmakNvKmhOx7gL79bV0xd06X&amp;gcReferrer=https%3A%2F%2Fcloud.google.com%2Fblog%2Fproducts%2Fcompute%2Fironwood-tpus-and-new-axion-based-vms-for-your-ai-workloads&amp;spaceId=1183300100\" class=\"link  rapid-with-clickid etailiffa-link\" data-i13n=\"elm:affiliate_link;sellerN:Google Cloud - North America;elmt:\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:10 times the throughput of TPU v5p;elm:affiliate_link;sellerN:Google Cloud - North America;elmt:;itc:0;sec:content-canvas\">10 times the throughput of TPU v5p<\/a> and a whopping four times the performance of last year\u2019s model, making it perhaps Google\u2019s most powerful and efficient AI chip yet.<\/p>\n<p class=\"yf-1090901\">However, it isn\u2019t just about raw speed; it\u2019s about control. By designing its own silicon and pairing it seamlessly with its AI software, Google continues to cut costs while significantly boosting efficiency.<\/p>\n<p class=\"yf-1090901\">In a market that\u2019s essentially defined by scale and silicon, Ironwood is Google\u2019s newest weapon, and arguably its sharpest yet.<\/p>\n<p>    <img fetchpriority=\"high\" decoding=\"async\" src=\"data:image\/gif;base64,R0lGODlhAQABAIAAAAAAAP\/\/\/ywAAAAAAQABAAACAUwAOw==\" alt=\"&lt;em&gt;Ironwood gives Google a new edge in the cloud chip fight&lt;\/em&gt;.Image source&amp;colon; Radecka&amp;sol;NurPhoto via Getty Images\" loading=\"eager\" height=\"540\" width=\"960\" class=\"yf-1gfnohs loader\"\/> Ironwood gives Google a new edge in the cloud chip fight.Image source&amp;colon; Radecka&amp;sol;NurPhoto via Getty Images         <\/p>\n<p class=\"yf-1090901\">Google\u2019s Ironwood TPU represents a full-on escalation in the powerful cloud arms race.<\/p>\n<p class=\"yf-1090901\">The latest generation of Google\u2019s custom AI silicon delivers an incredible power leap, nearly 10 times the throughput of TPU v5p and four times the per-chip performance of last year\u2019s version.<\/p>\n<p class=\"yf-1090901\">To put it plainly, it\u2019s the fastest, smartest, and most efficient processor the tech giant has ever developed.<\/p>\n<p class=\"yf-1090901\"><a href=\"https:\/\/finance.yahoo.com\/news\/apple-could-reboot-siri-finally-173300208.html\" data-ylk=\"slk:Related: Apple could reboot Siri to finally please users;elm:context_link;itc:0;sec:content-canvas;outcm:mb_qualified_link;_E:mb_qualified_link;ct:story;\" class=\"link  yahoo-link\" rel=\"nofollow noopener\" target=\"_blank\">Related: Apple could reboot Siri to finally please users<\/a><\/p>\n<p class=\"yf-1090901\">However, speed isn\u2019t the only story.<\/p>\n<p class=\"yf-1090901\">Ironwood is designed with scale in mind, as thousands of chips could potentially link together into massive \u201csuperpods,\u201d pushing data across a 9.6-terabit-per-second network while sharing nearly 1.8 petabytes of memory.<\/p>\n<p class=\"yf-1090901\">Additionally, liquid cooling and optical networking effectively keep the setup from overheating. Early users, including the likes of Anthropic, say Ironwood lets them do a lot more, faster, and for less.<\/p>\n<p class=\"yf-1090901\">10\u00d7 the throughput of Google\u2019s previous TPU generation<\/p>\n<p class=\"yf-1090901\">9,216-chip \u201csuperpod\u201d network with 1.77 PB shared memory<\/p>\n<p class=\"yf-1090901\">Advanced liquid cooling, along with optical switching for reliability<\/p>\n<p class=\"yf-1090901\">Co-designed silicon and software for peak efficiency at lower costs<\/p>\n<p class=\"yf-1090901\">Google is hogging all the spotlight with Ironwood, but it\u2019s far from the only Big Tech play that\u2019s betting big on custom silicon.<\/p>\n<p class=\"yf-1090901\">Across the cloud space, rivals continue developing their own potent chips, and in some cases, entire hardware ecosystems to gain speed, cut costs, and reduce dependency on Nvidia\u2019s pricey GPUs.<\/p>\n<p class=\"yf-1090901\"><a href=\"https:\/\/finance.yahoo.com\/news\/nvidia-ceo-drops-unsettling-prediction-013700842.html\" data-ylk=\"slk:Related: Nvidia CEO drops unsettling prediction on AI race;elm:context_link;itc:0;sec:content-canvas;outcm:mb_qualified_link;_E:mb_qualified_link;ct:story;\" class=\"link  yahoo-link\" rel=\"nofollow noopener\" target=\"_blank\">Related: Nvidia CEO drops unsettling prediction on AI race<\/a><\/p>\n<p class=\"yf-1090901\">So it\u2019s a lot less about bragging rights and more about economics.<\/p>\n<p class=\"yf-1090901\">Though each company\u2019s approach feels a little different, the goal is the same: to dominate the entire stack, from hardware to hyperscale.<\/p>\n<p class=\"yf-1090901\">Amazon Web Services (AWS): Amazon\u2019s popular cloud service utilizes Trainium (for training) and Inferentia (for inference) chips, offering major cost savings. AWS claims a <a href=\"https:\/\/shopping.yahoo.com\/rdlw?merchantId=66ea567a-c987-4c2e-a2ff-02904efde6ea&amp;siteId=us-y4p&amp;pageId=1p-autolink&amp;contentUuid=679026e6-4867-318d-b4c6-178d98a29309&amp;featureId=text-link&amp;merchantName=Amazon&amp;linkText=nearly+50%25+cheaper+model+training&amp;custData=eyJzb3VyY2VOYW1lIjoiV2ViLURlc2t0b3AtVmVyaXpvbiIsImxhbmRpbmdVcmwiOiJodHRwczovL2F3cy5hbWF6b24uY29tL2Jsb2dzL2F3cy1jbG91ZC1maW5hbmNpYWwtbWFuYWdlbWVudC9uYXZpZ2F0aW5nLWdwdS1jaGFsbGVuZ2VzLWNvc3Qtb3B0aW1pemluZy1haS13b3JrbG9hZHMtb24tYXdzLyIsImNvbnRlbnRVdWlkIjoiNjc5MDI2ZTYtNDg2Ny0zMThkLWI0YzYtMTc4ZDk4YTI5MzA5Iiwib3JpZ2luYWxVcmwiOiJodHRwczovL2F3cy5hbWF6b24uY29tL2Jsb2dzL2F3cy1jbG91ZC1maW5hbmNpYWwtbWFuYWdlbWVudC9uYXZpZ2F0aW5nLWdwdS1jaGFsbGVuZ2VzLWNvc3Qtb3B0aW1pemluZy1haS13b3JrbG9hZHMtb24tYXdzLyJ9&amp;signature=AQAAAeUb8gmbnQhrvmu3XsLsWZhDjTSmQDuKylh6vFZCUKnh&amp;gcReferrer=https%3A%2F%2Faws.amazon.com%2Fblogs%2Faws-cloud-financial-management%2Fnavigating-gpu-challenges-cost-optimizing-ai-workloads-on-aws%2F&amp;spaceId=1183300100\" class=\"link  rapid-with-clickid etailiffa-link\" data-i13n=\"elm:affiliate_link;sellerN:Amazon;elmt:\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:nearly 50% cheaper model training;elm:affiliate_link;sellerN:Amazon;elmt:;itc:0;sec:content-canvas\">nearly 50% cheaper model training<\/a> than comparable GPU setups.<\/p>\n<p class=\"yf-1090901\">Microsoft Azure: Under Project Athena, Microsoft\u2019s Maia 100 accelerator is the tech giant\u2019s ticket to silicon independence. It layers in-house hardware along with the potent Azure AI stack, cutting costs and reducing reliance on Nvidia.<\/p>\n<p class=\"yf-1090901\">Meta: Not to be left behind, Meta has its own MTIA inference chip in production and is already testing out a training chip in powering its recommendation engines.<\/p>\n<p class=\"yf-1090901\">Apple: The quiet pioneer. Its A-series and M-series chips show the payoff of vertical integration in efficiency, performance per watt, along with total control over its ecosystem.<\/p>\n<p class=\"yf-1090901\">Google\u2019s raking in the moolah from its big bets on building custom chips, where it matters most.<\/p>\n<p class=\"yf-1090901\">Google Cloud sales are up an impressive <a href=\"https:\/\/s206.q4cdn.com\/479360582\/files\/doc_financials\/2025\/q3\/2025q3-alphabet-earnings-release.pdf\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:34% year over year last quarter;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">34% year over year last quarter<\/a>, while operating margins have climbed 23.7%, up immensely from 17% a year earlier.<\/p>\n<p class=\"yf-1090901\">CEO Sundar Pichai credited the success to \u201csubstantial demand for our AI infrastructure products, including TPU-based solutions\u201d as a key growth driver.<\/p>\n<p class=\"yf-1090901\">Also, the company isn\u2019t shy about spending to keep that momentum alive, with capital expenditures or capex soaring to $91 billion for 2025, much of it being earmarked for AI-powered data centers.<\/p>\n<p class=\"yf-1090901\">More Tech Stocks:<\/p>\n<p class=\"yf-1090901\">That investment is already paying off in high-value wins.<\/p>\n<p class=\"yf-1090901\">Pichai says Google has signed over $1 billion in cloud contracts this year, more than in the previous two years combined, spearheaded by major partners such as Anthropic and Meta.<\/p>\n<p class=\"yf-1090901\"><a href=\"https:\/\/www.crn.com\/news\/cloud\/2025\/microsoft-vs-aws-vs-google-cloud-q3-2025-earnings-face-off\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:Google Cloud\u2019s backlog hit $155 billion in Q3;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">Google Cloud\u2019s backlog hit $155 billion in Q3<\/a>, up a superb 46% quarter-over-quarter, reflecting those eye-catching commitments.<\/p>\n<p class=\"yf-1090901\">Even Apple is negotiating a huge billion-dollar-a-year deal to use Google\u2019s Gemini AI model to supercharge Siri.<\/p>\n<p class=\"yf-1090901\">So in many ways, Pichai\u2019s pitch is simple: Google is \u201cthe only hyperscaler\u201d offering a true full-stack AI platform, covering everything from custom chips like Ironwood to frontier models like Gemini.<\/p>\n<p class=\"yf-1090901\"><a href=\"https:\/\/finance.yahoo.com\/news\/jim-cramer-resets-ai-stock-153501142.html\" data-ylk=\"slk:Related: Jim Cramer resets AI stock \u2018buy\u2019 list for rest of 2025;elm:context_link;itc:0;sec:content-canvas;outcm:mb_qualified_link;_E:mb_qualified_link;ct:story;\" class=\"link  yahoo-link\" rel=\"nofollow noopener\" target=\"_blank\">Related: Jim Cramer resets AI stock \u2018buy\u2019 list for rest of 2025<\/a><\/p>\n<p class=\"yf-1090901\">This story was originally reported by <a href=\"https:\/\/www.thestreet.com\/technology\/google-just-shook-up-the-ai-hardware-race-in-a-big-way\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:TheStreet;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">TheStreet<\/a> on Nov 7, 2025, where it first appeared in the <a href=\"https:\/\/www.thestreet.com\/technology\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:Technology;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">Technology<\/a> section. Add TheStreet as a <a href=\"https:\/\/google.com\/preferences\/source?q=thestreet.com\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:Preferred Source by clicking here.;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">Preferred Source by clicking here.<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"Google isn&#8217;t just joining the coveted AI chip race; it\u2019s turning up the heat. The Alphabet (GOOGL)-owned tech&hellip;\n","protected":false},"author":2,"featured_media":127838,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[220,218,219,70236,1711,8815,61,60,74981,80],"class_list":{"0":"post-127837","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-artificial-intelligence","8":"tag-ai","9":"tag-artificial-intelligence","10":"tag-artificialintelligence","11":"tag-custom-silicon","12":"tag-google","13":"tag-google-cloud","14":"tag-ie","15":"tag-ireland","16":"tag-ironwood","17":"tag-technology"},"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/posts\/127837","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/comments?post=127837"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/posts\/127837\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/media\/127838"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/media?parent=127837"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/categories?post=127837"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/tags?post=127837"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}