TPU算力狂热席卷而来! 三大关键词贯穿新一轮AI投资热潮：ASIC、光互连与存储

Core Insights - Google's launch of the Gemini 3 AI application ecosystem has significantly increased demand for AI computing power, leading to bullish sentiments from major investment firms regarding Google's stock and its AI ecosystem [1][2][3] - Meta Platforms is reportedly negotiating a multi-billion dollar deal with Google for TPU AI computing clusters, further igniting global investment interest in Google's TPU technology [2][9] - The latest TPU v7 shows a remarkable performance leap, with BF16 computing power reaching 4614 TFLOPS, indicating a substantial advancement over previous generations [3][12] Investment Opportunities - Major investment firms like Morgan Stanley and Mizuho are optimistic about companies within Google's AI ecosystem, including Broadcom, Lumentum, and Micron Technology, as they stand to benefit from the surge in AI demand [1][6][10] - The AI infrastructure investment wave is expected to reach $3-4 trillion by 2030, with Google's TPU AI computing clusters projected to capture a significant market share [15][16] - Micron Technology is identified as a key beneficiary of Google's AI computing expansion, particularly in high-performance storage systems required for AI data centers [8][12] Market Dynamics - The competition between Google's TPU AI computing clusters and NVIDIA's GPU technology is intensifying, with analysts predicting that Google's TPU could disrupt NVIDIA's current market dominance [9][15] - The AI infrastructure market is still in its early stages, with significant growth potential as demand for AI computing power continues to rise [3][15] - The integration of high-performance networking components, such as optical circuit switches (OCS), is crucial for supporting the expanding TPU AI systems [10][11]