
Omdia: Google Cloud's TPU has an advantage in competing with NVIDIA's AI chips

Google Cloud's TPU has a competitive advantage in the competition with NVIDIA's AI chips, leading among major cloud providers. Omdia found that Google Cloud's TPU outperforms competitors such as Microsoft Azure, Amazon Web Services, and Meta Platforms. Google Cloud's TPU may be deployed to the company's data centers to support internal projects and customer workloads. Large-scale enterprises all have custom AI acceleration chips, but the details of commercial success are unknown. Omdia believes that the advantage of Google Cloud's TPU may explain the profitability of the Google Cloud platform. Meanwhile, the ecosystem of semi-custom chips is also evolving, supporting the industry's trend towards custom chips
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