Google doubled its chip orders at MediaTek for the upcoming TPU v7e after seeing wild demand from both internal teams and outside customers. The company split manufacturing between MediaTek and Broadcom to grab more CoWoS packaging capacity from TSMC, which speeds up how fast they can ship these things out.
Anthropic is already locked in TPU infrastructure worth potentially 10 billion bucks, and Meta is apparently kicking the tires on Google's custom silicon as a cheaper alternative to Nvidia gear. The whole ASIC market is heating up because inference workloads are exploding, and Google's Ironwood generation supposedly handles that stuff better than previous chips.
Anthropic is already locked in TPU infrastructure worth potentially 10 billion bucks, and Meta is apparently kicking the tires on Google's custom silicon as a cheaper alternative to Nvidia gear. The whole ASIC market is heating up because inference workloads are exploding, and Google's Ironwood generation supposedly handles that stuff better than previous chips.
