Google TPU vs. NVIDIA GPU: Competitive Dynamics and Investment Implications

• According to The Silicon Arms Race: An Architectural and Strategic Analysis of AI Accelerators, NVIDIA’s GPU dominates the AI chip market with ~80% share, driven by its CUDA ecosystem and technical leadership in Blackwell architecture.
• Research from Google Cloud TPU Performance Guide highlights TPU’s superior energy efficiency in large-scale AI workloads via JAX/XLA integration.
• A Sina Finance report notes NVIDIA’s 5000亿美元 backlog and strategic shift to AI factory services, while Google targets 1000x performance improvement in 4-5 years.

• 雪球用户 argues Google’s TPU has technical advantages but lacks NVIDIA’s CUDA ecosystem and global supply chain, so it won’t颠覆 NVDA.
• Reddit discussions point to investment opportunities in AI supply chains like Lumentum (LITE) and energy infrastructure due to power bottlenecks.

NVIDIA maintains market leadership via CUDA and massive backlogs, but Google’s TPU is gaining traction in cloud-scale AI. Supply chain winners include optical component makers (LITE) and storage providers. Energy infrastructure and storage are critical due to increasing power demands from AI chips.