速度快4倍多，谷歌“最强芯片”来袭，A股概念股已大涨！

Group 1 - Google is launching its most powerful chip, Ironwood, which is the seventh generation of its Tensor Processing Unit (TPU) and will be fully available in the coming weeks [1][3] - The new Ironwood TPU can connect up to 9,216 chips in a single pod, offering over four times the speed of its predecessor and eliminating data bottlenecks for demanding models [1][3] - AI startup Anthropic plans to use up to 1 million new TPUs to run its Claude model, indicating Google's competitive positioning against rivals like Microsoft and Amazon in building AI infrastructure [3] Group 2 - On the same day, Google announced plans for its largest investment in Germany, focusing on infrastructure and data center construction, as well as renewable energy and waste heat utilization projects [3] - The investment will expand Google's operations in Munich, Frankfurt, and Berlin, with details to be revealed in a press conference on November 11 [3] - Following the news, Google's stock saw a pre-market increase of over 1.5%, although the gains later moderated [3][4] Group 3 - Domestic PCB companies in China have experienced stock price surges, with leading PCB firm Dongshan Precision hitting its daily limit up, and other companies like Shenghong Technology and Pengding Holdings also seeing significant increases [6] - Reports indicate that Google has been in discussions with major domestic PCB manufacturers for potential orders related to AI chip production, which could significantly boost the PCB industry [5][6] - A report from Guojin Securities highlights a strong demand for AI-related ASICs and increased orders for AI-PCB companies, driven by major North American firms ramping up AI investments [8]