Google just turned up the heat on Nvidia again, thanks to AI agents yesterday google announced two more TPUs, bringing the total to four this year. the new 8i Max doubles compute and memory bandwidth in the same rack space, while new software makes TPUs easier to use and AI agents cheaper to run Nvidia’s biggest advantage is still its software ecosystem, but that moat could start shrinking as coding agents make it much easier to write and optimize software for TPUs i think google is pushing at exactly the right time, when AI agents are both driving demand for compute and making alternatives to nvidia easier to adopt
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