Alphabet burnishes one of its best weapons in the battle for AI supremacy

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Alphabet is strengthening its position in AI infrastructure by pushing its in-house TPU chips across Google Cloud, Gemini, and external customer workloads. The article emphasizes how TPU efficiency and lower operating costs are helping Google compete with Nvidia while attracting large AI customers like Anthropic and Meta. It also highlights a new Blackstone joint venture that will use Google TPU technology to build large-scale AI compute capacity. The piece frames TPUs as a growing commercial engine for Google Cloud and a strategic lever in the broader AI compute market.

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