Shang Hai Zheng Quan Bao·2025-11-06 14:17Group 1 - Google is launching its most powerful AI chip, Ironwood, which will be fully available in the coming weeks. Ironwood is the seventh generation of Tensor Processing Units (TPUs) developed over the past decade [2] - Ironwood is reported to be over four times faster than its predecessor, with major clients already lined up, including AI startup Anthropic, which plans to use up to 1 million new TPUs for its Claude model [2] - The new Ironwood TPU can connect up to 9,216 chips in a single pod, eliminating data bottlenecks for demanding models and enabling clients to run and scale their largest, data-intensive models [2] Group 2 - Google is competing with major players like Microsoft, Amazon, and Meta to build the future AI infrastructure, with most large language models currently relying on NVIDIA's GPUs. Google's TPUs offer advantages in price, performance, and energy efficiency [2] - Following the news, Google's stock rose by 1.54% in pre-market trading [2][3] Group 3 - Google has been in discussions with major PCB manufacturers, such as Shenghong Technology, regarding potential orders for PCBs used in AI chips. If these orders materialize, it could significantly boost the PCB industry [4] - On November 6, Shenghong Technology's stock surged by 5.97% following the news of Google's interest [4]