Google's TPU7 Ironwood vs. NVIDIA: Competitive Dynamics & Investment Implications

• Google’s 7th-gen TPU Ironwood chip delivers 4614 TFLOPS FP8,192GB HBM3E memory, and 6x better power efficiency [2]. Anthropic will deploy up to 1M TPUs by 2026, cutting NVIDIA dependency to <40% [5].
• NVIDIA holds >80% AI server share with GB300 (15P FP4,288GB HBM3e) but faces ASIC competition—Google/Amazon ASICs now 40-60% of NV’s shipments, set to overtake in 2026 [7].

• Reddit users note Google’s TPU+OCS advantages but ongoing NVIDIA reliance for flexibility; recommend supply chain (LITE,Xuchuang) and energy plays [10].
• Snowball post argues Google’s TPU lacks CUDA ecosystem while NVIDIA dominates global supply chains; opportunities include LITE, NAND, energy storage [10].

Both agree Google’s progress but NVIDIA’s current dominance. Alignments: AI demand is sustained (Jevons paradox), supply chain/energy are critical. Contradictions minimal—focus on short-term (NV strong) vs long-term (ASIC threat). Investment takeaways: Prioritize supply chain leaders (LITE,Xuchuang) and energy solutions; monitor NVIDIA’s ASIC response.