Alphabet(US:GOOGL) SINOLINK SECURITIES·2025-04-13 05:04Investment Rating - The report does not explicitly state an investment rating for the industry Core Insights - Google has launched its seventh-generation TPU, Ironwood (TPU v7), which significantly enhances AI inference capabilities and energy efficiency, expected to be available in late 2025 [15][20] - The active usage of AI applications has shown a notable increase in China, with several applications experiencing over 25% growth [11] - The ongoing tariff disputes are creating significant uncertainty in the storage market, affecting pricing and demand [21] Summary by Sections Google Cloud Next Developments - Google introduced the Agent Development Kit (ADK) to simplify multi-agent system development and management [11] - The new Gemini 2.5 Flash model focuses on efficiency and is set to support local deployment in Q3 2025 [12] - The Vertex AI platform has been updated with new AI tools for video, image, voice, and music generation [12] TPU v7 Launch - Ironwood is designed primarily for AI inference workloads, optimized for large language models and other complex tasks [16] - The TPU v7 supports up to 9,216 chips in a liquid-cooled cluster, achieving a peak performance of 42.5 Exaflops [19] - The memory capacity has increased to 192GB per chip, significantly enhancing data processing capabilities [19] Market Trends - MediaTek has released the Dimensity 9400+ chip, which enhances AI processing capabilities in mobile devices [23][24] - Apple is expected to launch foldable devices in 2026, which may boost consumer interest in foldable technology [26][29] - The report highlights the limited room for hardware improvements in mobile devices compared to PCs, emphasizing the importance of efficiency in AI development [24]