SemiAnalysis: Google TPUv7 takes a swing at Nvidia, Anthropic buys 1GW+ of TPUs
levrager · x · 2026-10-30
SemiAnalysis published a deep report arguing Google's TPUv7 could end Nvidia's CUDA moat: the two best models (Claude 4.5 Opus and Gemini 3) mostly train and infer on Google TPUs and Amazon Trainium, Google is now selling TPUs physically to multiple firms, and Anthropic has purchased 1GW+ of TPUs. It also covers the economics of buying more TPUs to save GPU capex, next-gen TPUv8AX/TPUv8X versus Vera Rubin, and Google's custom-silicon journey since 2013.