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Google TPUv7: “perf per TCO advantage of TPUs is so strong that you already get the gains from adopting TPUs even before turning one on”

Posted on November 28, 2025 by jgordon

https://newsletter.semianalysis.com/p/tpuv7-google-takes-a-swing-at-the

TPU adoption drives NVIDIA discounts, NVIDIA lab investments hide discounts to keep list price high. Lots of insights here.

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