News tagged TPU at DIGITIMES

NEWS TAGGED TPU

Tuesday 3 November 2026

Google's Suncatcher milestone tests whether AI data centers can leave Earth

Google's Project Suncatcher has crossed an important threshold in orbital computing after its prototype satellite successfully returned an AI response generated onboard using the Gemma...

Thursday 29 October 2026

Analysis: Google opens its AI chips to rivals but won't say if it makes money

Google is now supplying its tensor processing units (TPUs) to companies it competes with, including Anthropic and Apple. On Alphabet's third-quarter earnings call, management gave...

Wednesday 28 October 2026

Google TPUs land Oracle, with OpenAI reportedly next

Google's tensor processing unit (TPU) business has gained one confirmed and one reported major customer within a week, adding pressure on Nvidia, whose graphics processors still dominate...

Wednesday 28 October 2026

Anthropic's surging compute demand fuels ASIC prospects, favoring Broadcom over MediaTek

Anthropic recently disclosed details of its computing partnerships with Google, Amazon Web Services (AWS), Microsoft, Advanced Micro Devices (AMD), and other providers in its S-1 filing...

Tuesday 20 October 2026

MediaTek's Google TPU v9 faces potential delay over glass substrate yields, but 2026 orders remain strong

Market reports have recently suggested that MediaTek's tensor processing unit (TPU) v9 project with Google could face delays in volume production as Google reportedly revises the chip's...

Monday 19 October 2026

Podcast highlights: Microsoft Maia 300 leads 2nm race, TSMC's US strategy shifts, Intel EMIB-T faces yield challenge

Microsoft's early adoption of TSMC's 2nm process, a US$2 billion manufacturing partnership between TSMC and GlobalFoundries, and delays to Google's next-gen TPU highlight diverging...

Monday 19 October 2026

Shipments of high-end cloud AI accelerators, 2027

Introduction

Friday 9 October 2026

MediaTek 3Q26 revenue beats forecast, maintains peak-season momentum

MediaTek reported its September and third-quarter 2026 revenue results, with September revenue of NT$55.40 billion (approx. US$1.74 billion), down 13.69% from the previous month and...

Thursday 8 October 2026

Marvell's custom AI chip upgrade points to a broader fight over peripherals

Marvell's higher long-term target for custom AI chip revenue suggests the market for artificial intelligence hardware is widening beyond accelerators, into management chips, storage,...

Thursday 1 October 2026

MediaTek TPU orders rise as chip capacity war intensifies

MediaTek's Google Tensor Processing Unit (TPU) business is still moving steadily higher, but supply-chain sources say the real limit is capacity as chipmakers and cloud service providers...

Thursday 1 October 2026

Google to test AI computing in space with first orbital TPU launch

Google is preparing to send its in-house AI accelerator, the Tensor Processing Unit (TPU), into low Earth orbit for the first time as it explores whether AI computing can eventually...

Monday 21 September 2026

Weekly news roundup: AI boom strains chips; Google's TPUs pay off, China eyes 3nm without EUV

This week's reports centered on intensifying competition and bottlenecks across the semiconductor and AI supply chains, from Sandisk's unusual engineering push in Korea and Google's...

Thursday 17 September 2026

Google reportedly weighs CoWoS backup for 2027 TPU as EMIB-T substrate yields lag

Google's Humufish TPU project, scheduled to enter mass production by the end of 2027, is set to adopt Intel's EMIB-T advanced packaging technology with support from ASIC partner MediaTek...

Wednesday 16 September 2026

DIGITIMES Insight: Google outlines AI compute expansion, speeds TPU cycle to 6 months

DIGITIMES Intelligence said Google used SEMICON Taiwan 2026 to outline the direction of its AI infrastructure strategy, focusing not...

Wednesday 16 September 2026

DIGITIMES Insight: Google scales TPU systems to 1 million chips as power becomes the bottleneck

At SEMICON Taiwan 2026, Google outlined the direction of its AI infrastructure, and DIGITIMES notes that the discussion extended well...

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Nov 3, 08:00

NVIDIA CEO and Sweden's Technology Leaders Discuss Compute's Next Chapter

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