Google's TPU Advancements vs Nvidia's Market Leadership: Competitive Dynamics & Investment Insights

Google’s 7th-gen TPU Ironwood delivers 4614 TFLOPS (10x 5th-gen), with 2025 shipments projected at 1.5-2M units (25-40% of Nvidia’s GPU volume). Its OCS optical switching forms a full-stack tech moat, and Anthropic’s 1M TPU deal validates demand. Nvidia holds ~80% AI chip market share ($4.55T market cap), with CUDA ecosystem as core barrier—Blackwell GB300 offers15P FLOPS FP4. The two firms follow distinct strategies: Google’s vertical integration (closed ecosystem) vs Nvidia’s open CUDA-based general GPU dominance, leading to complementary roles.

• Reddit
  : Highlights AI supply chain opportunities (Lumentum for optical modules, domestic旭创/胜宏), NAND flash demand, and energy infrastructure bottlenecks.
• Xueqiu
  : Emphasizes Google’s closed TPU stack (no CUDA support, limited interoperability) vs Nvidia’s global open ecosystem—TPU excels in specific tasks but lacks developer reach.

Google’s TPU advances in efficiency and specific workloads, but Nvidia’s CUDA lock-in and global supply chain maintain leadership. Competition drives AI infrastructure growth, with both benefiting from Jevons paradox (rising算力 demand despite efficiency gains).

Key areas: 1) AI chip supply chain (Lumentum/LITE), 2) NAND flash (SanDisk),3) Energy infrastructure (power/储能).