Group 1 - Alphabet's Q3 financial results exceeded analyst expectations, with revenue, profit, and full-year capital expenditure guidance showing double-digit percentage growth across multiple key businesses [1] - The Gemini app has over 650 million monthly active users, contributing to Alphabet's strong performance [1] - Following Alphabet's Q3 results, Anthropic announced a partnership with Google Cloud to utilize up to 1 million custom AI chips (TPUs), potentially generating up to $10 billion in annual revenue for Alphabet according to Bank of America [1] Group 2 - TPUs are specialized integrated circuits (ASICs) designed by Google, with the seventh generation, Ironwood, specifically tailored for AI inference scenarios, boasting extremely high peak computing power [1] - The Ironwood TPU, when configured with 9,216 chips, has a total computing power more than 24 times that of the world's largest supercomputer, El Capitan, with a chip-to-chip communication bandwidth requirement of 1.2 TBps [1] - New Asia Electronics has high-speed copper cable connections serving major clients including Dell, HP, Google, Amazon, and Microsoft [2]
云计算业务爆发，谷歌业绩超预期盘后股价大涨，TPU专用芯片展现潜力
Xuan Gu Bao·2025-10-30 00:17