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| **Category** | **Details** |
|----------------------|-----------------------------------------------------------------------------|
| **Event** | Google launches **Ironwood**, its **7th-gen TPU**, challenging Nvidia's AI dominance. |
| **Launch Date** | Officially unveiled in **November 2025**, now available globally. |
| **Key Specifications**| - **4× faster** than TPU v4 - Scalable to **9,216 TPUs per pod** - Optimized for **AI training + real-time inference** - Improved **energy efficiency & latency**. |
| **Major Client** | **Anthropic** (Claude AI) deploying **~1 million Ironwood chips**. |
| **Commercial Impact**| Google Cloud **Q3 2025 revenue**: **$15.15B** (up **34% YoY**). **2025 Capex**: **$93B** (raised forecast). |
| **Competitive Context**| Direct rival to **Nvidia GPUs**, competes with **AWS & Microsoft Azure** in cloud AI. |
| **Strategic Significance**| - Reduces reliance on external chips (e.g., Nvidia) - Enables **large-scale LLM training** - Supports **real-time AI applications**. |

Category	Details
Event	Google launches Ironwood, its 7th-gen TPU, challenging Nvidia's AI dominance.
Launch Date	Officially unveiled in November 2025, now available globally.
Key Specifications	- 4× faster than TPU v4 - Scalable to 9,216 TPUs per pod - Optimized for AI training + real-time inference - Improved energy efficiency & latency.
Major Client	Anthropic (Claude AI) deploying ~1 million Ironwood chips.
Commercial Impact	Google Cloud Q3 2025 revenue: $15.15B (up 34% YoY). 2025 Capex: $93B (raised forecast).
Competitive Context	Direct rival to Nvidia GPUs, competes with AWS & Microsoft Azure in cloud AI.
Strategic Significance	- Reduces reliance on external chips (e.g., Nvidia) - Enables large-scale LLM training - Supports real-time AI applications.

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