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Semi Analysis November 5, 2026 By Bryan Shan neutral

The Iron(wood) Throne: Google's TPU Stakes Its Claim on Inference

NVIDIAGoogleAI / LLMNVIDIA / GPU
Viable Alternative of CUDA Moat, NVIDIA scared and working nights & weekends, Jensen’s Counter Submission, Kimi K3, Muse Spark Open, Qwen, GLM5.3, TorchTPU, vLLM, SGLang, llm-d, Ray
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