The Zhitong Finance App learned that on Monday, Google A (GOOGL.US) rose more than 2% before the market, while American Ultra Micro (AMD.US) rose nearly 4%. According to the news, Google is expanding its artificial intelligence chip product line in a big way to push competition with Nvidia to a new stage. Alphabet announced on Monday the launch of new tensor processor (TPU) variant chips - TPU 8tx and TPU 8i Max, which target confidential computing and long context window application scenarios, respectively. Among them, the TPU 8TX addresses the security compliance requirements of government agencies and regulated industries such as finance and healthcare, and works in collaboration with AMD's CPU, which is an extension of simple company cooperation. So far, Google's TPU chip series has been expanded to four models, covering more sophisticated market needs. Amin Vahdat, head of Google's chip business, said, “The future is specialization, and there is still huge room for value improvement brought by specialization.”

According to industry research forecasts, Google's TPU sales (including related software and hardware) will jump from an estimated 12 billion US dollars this year to more than 135 billion US dollars in 2028. On the client side, Apple, Meta, Oracle, Anthropic, and Jump Trading are all TPU users, and OpenAI also has purchase plans.

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