[Google Drives TPU Commercialization, Competing for NVIDIA's Core Customers] According to The Information, Google is launching a competitive offensive in the AI chip market against NVIDIA by expanding the commercialization of its self-developed TPUs, aiming to capture a share of the AI computing power market where NVIDIA holds a dominant position. Currently, Google is both a customer of NVIDIA's AI server chips and is also developing its own AI chip business to replace NVIDIA GPUs. Google plans to sell TPU chips to Neoclouds, a key customer group driving the demand for NVIDIA GPUs. By attracting Neoclouds to adopt TPUs, Google hopes to reduce AI enterprises' reliance on NVIDIA's GPU ecosystem.