Google TPU's Rise vs NVIDIA's Dominance: AI Chip Market Dynamics 2025

-据腾讯新闻：NVIDIA controls ~80% of the AI chip market via its CUDA ecosystem with over 4M developers, maintaining dominance despite Google’s TPU advances.
-据知乎专栏：Google’s TPU v7 Ironwood delivers 4614 TFLOPS FP8 performance, 2x energy efficiency over predecessors, and supports 9216-chip pods for 42.5 ExaFLOPS cluster算力.
-据36氪：Anthropic signs a 100M TPU deal with Google, reducing its NVIDIA GPU dependency from 75% to <40% and saving $2B annually.
-据TradingView (Reuters)：Tech giants are shifting to ASICs, with ASICs projected to capture 45% of AI chip market share by 2027.

-雪球用户：Google’s TPU is technically strong but not颠覆性 to NVIDIA due to CUDA’s ecosystem lock-in and NVIDIA’s global supply chain优势.
-Reddit用户：Supply chain opportunities exist in光模块 (Lumentum, LITE) and energy infrastructure to address AI’s power bottlenecks.

Google’s TPU advances and Anthropic deal signal growing competition, but NVIDIA retains leadership via CUDA and global reach. The industry faces dual trends: ASIC adoption for efficiency and urgent need for energy infrastructure. Investors should consider NVIDIA (NVDA) for its ecosystem moat, Google (GOOG) for its vertical integration, and Lumentum (LITE) for supply chain exposure.