TPUs Storm the AI Trade: What You Need to Know about Google's AI Chip

Google is suddenly at the center of the AI trade. It all began with the highly anticipated launch of the company's new AI model, Gemini 3, which was trained on Google's own AI chips. The rally gained momentum when The Information reported that Meta Platforms (i) was negotiating with Google to purchase these chips, known as Tensor Processing Units (TPUs), to equip a data center for AI, which is traditionally the domain of Nvidia's Graphics Processing Units (GPUs). From Internal Stopgap to Global Competitor When Google ramped up its own AI efforts...