Google is expanding its AI chip lineup with two new specialized versions of its Tensor Processing Units (TPUs), the TPU 8tx and 8i Max, as it strengthens its challenge to Nvidia in the rapidly growing AI semiconductor market. The 8tx targets secure, confidential computing for governments and regulated industries, while the 8i Max is designed for AI applications requiring longer context windows, including drug discovery, mathematics and software development. Both variants are expected to become available next year. Google is accelerating its chip development cycle, moving from one new AI processor every two years to multiple releases annually. Its TPUs reportedly cost around 30% less than Nvidia GPUs while offering competitive performance and energy efficiency. Major customers include Apple, Meta, Oracle, Anthropic and Jump Trading, while OpenAI is also expected to adopt the technology. $GOOGL
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