This article first appeared on GuruFocus.
Alphabet (GOOGL, Financials) said it will begin selling its new Ironwood chip, the seventh generation of its Tensor Processing Unit (TPU). The in-house processor, designed for large-scale AI workloads, connects up to 9,216 chips per pod and is over four times faster than the prior model.
Google said AI firm Anthropic will deploy up to one million Ironwood TPUs to power its Claude chatbot, underscoring growing demand for custom silicon beyond Nvidia’s GPUs. The launch comes as Google pushes deeper into AI infrastructure and cloud computing.
The company reported third-quarter cloud revenue of $15.15 billion, up 34% from a year earlier. To support rising AI demand, it raised full-year capital spending guidance to $93 billion.
The rollout marks a key step in Google’s effort to expand AI capacity and attract enterprise developers as public availability begins this quarter.
