Google vs NVIDIA: AI Hardware Competition & Investment Insights

• Google’s 7th-gen TPU Ironwood delivers 4614 TFLOPS per chip (10x 5th-gen) with 6x power efficiency[3]. 2025 TPU shipments are expected at 1.5-2M units, 40-60% of NVIDIA’s GPU volume[1].
• NVIDIA holds 80%+ AI server market share; its Blackwell GB300 chip offers 15P FLOPS FP4 and 288GB HBM3e显存[7]. Data center revenue reached $51.2B in 2025 (66% YoY growth)[6].

• 雪球用户: “谷歌TPU仅适用于封闭技术栈，不支持CUDA，无法替代NVIDIA的全球生态”[9].
• Reddit讨论: “Anthropic’s 1M TPU deal validates demand, but TPU is complementary to NVIDIA GPUs”[4].
• 用户推荐: Lumentum (LITE) as core optical module beneficiary[2], SanDisk (SNDK) for NAND opportunities[5].

Google’s TPU progress drives competition, but NVIDIA’s CUDA ecosystem and market share remain barriers to disruption[8][9]. The two are complementary: Google uses TPU for internal workloads and NVIDIA GPUs for flexibility[1]. Key investments:算力 supply chain (Lumentum), NAND storage (SanDisk), energy solutions (power bottlenecks)[6][5].