半导体 - 亚太焦点：谷歌 TPU 崛起 —— 识别供应链中的赢家- Global IO Semiconductors-APAC Focus Rise of Google TPUs – identifying winners in the supply chain

Global Research UBS Global I/O Semiconductors ab 10 February 2026 APAC Focus: Rise of Google TPUs – identifying winners in the supply chain Google's custom AI accelerator, the Tensor Processing Unit (TPU), is gaining traction as a credible alternative to Nvidia's GPUs in cloud-based AI computing. We see the competitive dynamics as constructive for both TPUs and GPUs in 2026-27, with TPUs expanding more rapidly from a smaller base. TPUs have a compelling efficiency edge, offering competitive performance per ...