Google is spending billions to turn its TPU chips into a real challenger to Nvidia

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TL;DR: Google is pushing its in-house AI chips much more aggressively, turning years of tensor processing unit development into a direct challenge to Nvidia's hold on the AI hardware market. For years, the company built its chips mostly to handle its internal workloads. Those tensor processing units, or TPUs, sat behind products like search and speech recognition, handling some of the company's heavier AI workloads. Now, Google is trying to turn that in-house advantage into a business that can stand up to Nvidia.

One clear example of that shiftis in western New York at an AI data-center cluster called Lake Mariner, on Lake Ontario's southern shore near Niagara Falls. Alphabet's Google has provided a $3.2 billion financial guarantee for the project, whose developers plan to rent computing power from thousands of Google's...

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