Limitless Podcast Google's New AI Chip Could Actually Dethrone Nvidia (Ironwood v7 TPU)
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Dec 2, 2025 NVIDIA's recent 13% market decline highlights emerging competition from Google's TPUs, which threaten to disrupt NVIDIA's dominance. The discussion dives into Google's decade of TPU development, showcasing its advantages in AI. Meta's rumored shift to Google's technology is also explored, indicating a strategic pivot in the industry. With partnerships and production scaling in the mix, both companies may thrive in this evolving landscape. Notably, even Elon Musk sees potential in both as leaders in AI innovation.
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TPU v7 Threatens GPU Monopoly
- Google’s TPU v7 (Ironwood) challenges NVIDIA by offering 30–50% lower cost for similar performance and sometimes 1.5–2x better performance.
- The market priced this shift: NVIDIA fell ~13% while Google rose a similar percent in one month.
A Decade Of TPU Iteration Pays Off
- Google has iterated TPUs for nearly a decade and reached Ironwood (v7) after long-term investment.
- The compounding R&D quietly positioned Google to avoid buying NVIDIA hardware for its own models.
Big Buyers Are Moving To TPUs
- Major AI players like Meta and Anthropic plan to buy TPUs, attracted by 30–50% cost savings at scale.
- Google selling TPUs at hyperscaler scale could add material cloud revenue and shift vendor dynamics.
