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TPUs vs. GPUs and why Google is positioned to win AI race in the long term

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Hey everyone,

As I find the topic of Google TPUs extremely important, I am publishing a comprehensive deep dive, not just a technical overview, but also strategic and financial coverage of the Google TPU.

Topics covered:

The history of the TPU and why it all even started?

The difference between a TPU and a GPU?

Performance numbers TPU vs GPU?

Where are the problems for the wider adoption of TPUs

Google’s TPU is the biggest competitive advantage of its cloud business for the next 10 years

How many TPUs does Google produce today, and how big can that get?

Gemini 3 and the aftermath of Gemini 3 on the whole chip industry

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