Core Viewpoint - The article discusses the recent fluctuations in Nvidia's stock price and its implications for the semiconductor industry, particularly in relation to Google's advancements in AI and its TPU technology [2][4][5]. Group 1: Nvidia's Stock Performance - Nvidia's stock price experienced a significant drop of over 7%, resulting in a market value loss of nearly $350 billion, closing at $177.82, the lowest in over two months [2]. - The stock reached a historical high of $212 on October 29, with a total market capitalization of $5.15 trillion, but has since declined by approximately 16%, equating to a market value loss exceeding $800 billion [2]. Group 2: Google's TPU Developments - Google announced the upcoming release of its seventh-generation TPU chip, Ironwood, which is set to launch in the coming weeks [5]. - Google is reportedly considering deploying TPU technology in its data centers, potentially generating billions in revenue and demonstrating the reliability of its technology [4]. - Anthropic has partnered with Google to deploy up to 1 million TPU chips for training its AI model, Claude, with a projected capacity of 1GW by 2026, representing a multi-billion dollar expansion plan [5]. Group 3: Market Positioning - Nvidia maintains a dominant position in the AI chip market, offering higher performance and versatility compared to Google's TPU, which is more specialized and has lower power consumption [5]. - Google does not sell TPUs directly but allows companies to rent them through Google Cloud, which could impact market dynamics and competition in the semiconductor space [5].