Google's TPU and the New Economics of AI Deployment [Thematic Report]

Inside this complimentary report:

• The Economic Pivot to Inference: A breakdown of why the market's center of gravity has shifted from Training to Inference and why this makes the premium "Nvidia Tax" on general-purpose GPUs economically unsustainable for production workloads.
• Bypassing the Nvidia Tax: An analysis of the TPU's Systolic Array architecture, explaining how its specialized design delivers a structural cost advantage—an all-in TCO estimated to be ~40% lower than Nvidia's GB200—translating directly to higher margins for AI operators.
• The Merchant Silicon Signal: A deep-dive into the definitive proof of Google's new strategy: the Anthropic partnership. We break down how this one million TPU deal validates the ecosystem for frontier training and proves Google has successfully opened a second front in the AI hardware war.
• The Optical Moat: A case study on Google's most defensible advantage—its Optical Circuit Switching (OCS) fabric. Learn how this unique interconnect creates massive, resilient supercomputers that competitors cannot easily replicate, shifting the battle from the chip to the entire data center.

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