Zheng Quan Ri Bao·2025-12-02 16:15Core Viewpoint - Google's launch of its self-developed AI chip, Tensor Processing Unit (TPU), has positioned the company as a significant player in the AI industry, challenging NVIDIA's dominance in the GPU market and marking a shift towards a more diversified AI landscape [1][3]. Group 1: Technological Evolution - The commercialization of Google's TPU signifies a healthy evolution in the AI industry, reducing reliance on a single supplier and fostering innovation through competitive technology routes [3]. - This shift is expected to accelerate technological progress and lower costs, benefiting all participants in the AI industry [3]. Group 2: Industry Maturity - The competition between GPU and TPU represents a maturation of AI hardware, bringing structural benefits to the upstream supply chain, including hardware components like optical modules and PCBs [4]. - The maturity of AI hardware is crucial for the depth and breadth of industry evolution, transforming the concept of "AI in all hardware" into reality [4]. Group 3: Business Logic - Google's TPU initiative reflects a decade-long effort to create a closed-loop system integrating computing power, core models, and a commercial ecosystem, indicating a shift from model performance to application implementation in AI competition [5]. - The current phase of the AI industry emphasizes value creation in real-world applications, despite challenges such as high costs and data scarcity, highlighting the necessity for technological updates [5].