深潮TechFlow|11月 09, 2026 12:41
[Google Launches TPU 8tx and 8i Max, Intensifying its Competition with Nvidia] According to TechFlow, on November 9th, Google launched two new Tensor Processing Unit (TPU) variants, intensifying its competition with Nvidia in the AI chip market. The TPU 8tx, targeting government agencies and regulated industries, focuses on secure and confidential computing. This system works with AMD chips and is part of a collaboration between the two companies. The TPU 8i Max, on the other hand, targets AI applications with long context windows, packaging two TPU chips together to improve computing power and memory capacity.
Amin Vahdat, head of Google's chip business, stated that both new products are expected to launch next year. Google typically launches a new AI processor every two years; this year, it launched two simultaneously, expanding its TPU product lineup to four, each optimized for different needs. He stated that this aligns with Google's consistent philosophy that the future belongs to specialization, and the advantages of specialization remain significant.
Industry research predicts that Google's TPU-related chip, software, and hardware sales will exceed $135 billion by 2028, far exceeding the approximately $12 billion projected this year. Following the announcement, Google's pre-market stock price rose over 2%, while Nvidia's pre-market stock price fell nearly 6%.
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