Google Cloud unveiled its eighth-generation TPU AI chips split into two variants at Google Cloud Next, challenging Nvidia's dominance in AI hardware.

Google is negotiating with Marvell Technology to co-develop two new AI chips—a memory processing unit and a next-gen TPU—to boost AI inference efficiency.

Anthropic bulks up its compute agreement with Google and Broadcom, securing 3.5 gigawatts of TPU capacity starting 2027 as revenue surges past $30 billion.