GOOGLE'S IRONWOOD TPUS REPRESENT A BIGGER THREAT THAN NVIDIA WOULD HAVE YOU BELIEVE

Summary from the TLDR newsletter

Google's latest generation of Ironwood accelerators will become generally available in the coming weeks. The TPU v7 accelerators are a major leap in performance over prior generations. They offer performance close to Nvidia's Blackwell GPUs, when normalizing floating point perf to the same precision. The TPUs can be scaled into truly enormous compute domains - Google is offering the chips in pods of 256 up to 9,216.