TechCheck Google’s latest AI chip takes on Nvidia 11/6/25
Nov 6, 2025
Google unveils its powerful new AI chip, Ironwood, signaling a shift in the AI race against Nvidia. The hosts delve into how this chip helps secure contracts with big players like OpenAI and Meta. They explore Gemini's integration with Android and potential upgrades for Apple's Siri if they partner with Google. Additionally, they discuss the global chip competition with AMD, Broadcom, and Nvidia, alongside Google's substantial investment plans. Insights into the significance of custom chips and the challenges in the China market round out the conversation.
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Google's Ironwood Strengthens Cloud Edge
- Google is opening access to Ironwood, its most powerful in-house AI chip, to broaden cloud offerings.
- Custom TPUs give Google a cost and performance edge that helps win major AI cloud contracts.
Cloud Wars Are Now Chip Wars
- Cloud providers are increasingly competing through proprietary silicon rather than just services.
- Owning the full stack, from chips to models, becomes a major strategic advantage in the AI race.
TPUs Power Gemini And Win Deals
- Google TPUs power Gemini and now reportedly will run Siri's upcoming AI upgrade.
- That TPU–Gemini pairing helped Google land contracts with OpenAI, Meta, and Anthropic.