Google starts selling TPU systems externally, claiming Nvidia's dominance is ending
量子位 · wechat · 2026-11-15
Google has begun selling complete TPU systems to external customers for the first time, per insiders, and expects rapid TPU market-share gains next year. Google Cloud revenue grew 63% (Q1), 82% (Q2) and 103% YoY to $30.7B (Q3), with TPU sales cited as a key driver. The 8th-gen TPU lineup now has four configs (training, real-time inference, confidential computing, long context), TorchTPU (with Meta's PyTorch team) is open-sourced, and SemiAnalysis's AgentX tests showed TPUv7 beating GB300 NVL72 FP4 on tokens-per-dollar in some cases before Nvidia's engineers clawed back a 1.5-2.6x lead after four optimization rounds.
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