Google Launches Ironwood Chips While Nvidia Faces New Competition

Google is intensifying its challenge to Nvidia's dominance in the AI chip market with the upcoming release of its most powerful AI chip, Ironwood. This seventh-generation Tensor Processing Unit (TPU), first tested in April, boasts significant performance improvements, being more than four times faster than its predecessor, offering five times peak compute power and six times high bandwidth memory. Ironwood can connect up to 9,216 chips, making it capable of handling massive AI models and powering advanced chatbots. Notably, AI startup Anthropic plans to leverage one million of these new TPUs for its Claude model, and Google may even power Apple's Siri with Ironwood chips. Google's CEO, Sundar Pichai, emphasizes that these custom chips are driving the company's cloud business growth, leading to a substantial $93 billion capital investment this year to meet the high demand for its AI infrastructure. In contrast, Amazon's AI chips, such as Trainium and Inferentia, face an uphill battle against Nvidia, which commands over 78% of the AI chip market compared to Amazon's 2%. Internal documents reveal that startups like Cohere and Typhoon have reported performance and cost issues with Amazon's offerings. While AWS asserts its chips provide better price performance and notes that Trainium 2 is used by large customers like Anthropic, a recent $38 billion deal between OpenAI and AWS will utilize Nvidia GPUs, underscoring the challenges Amazon faces in this competitive landscape. Beyond chip development, AI's influence is expanding across various sectors. Economist David Rosenberg points out that AI spending is rapidly growing, driving a small but significant 18% of the US economy, which helps support the broader economic landscape. JPMorgan Chase CEO Jamie Dimon predicts AI will shorten the workweek to three and a half days within 20 to 40 years in developed nations, acknowledging its impact on every job while also noting some job displacement. JPMorgan is investing $1.5 billion in AI this year, with Dimon urging businesses to adopt the technology. In manufacturing, Global Shop Solutions introduced new AI automation tools, including AI AP Automations for scanning invoices and matching purchase orders, and AI Sales Order Entry for automatically processing order details into ERP systems. These tools aim to save time, reduce errors, and improve accuracy. Education is also embracing AI, with UC Riverside and Cal State San Bernardino receiving a $1 million federal grant to launch AI minor and certificate programs, alongside an AI Help Desk for local businesses. Globally, Forex Masterclass is enhancing its trading education with AI tools for real-time chart pattern recognition, and AI HOUSE is launching a Deep Tech Accelerator for Ukrainian hardware startups, offering expert support and a $10,000 prize. The US military is integrating AI primarily for logistics, intelligence, and decision-making, rather than for

Key Takeaways

• Google is releasing its Ironwood AI chip, a seventh-generation TPU that is over four times faster than its predecessor, offering 5x peak compute power and 6x high bandwidth memory.
• Anthropic plans to use one million Google Ironwood TPUs for its Claude model, and Google may power Apple's Siri with these chips.
• Google increased its capital spending to $93 billion this year to meet high demand for its AI infrastructure.
• Nvidia holds over 78% of the AI chip market, while Amazon's chips (Trainium, Inferentia) have 2% and face performance and cost issues reported by startups like Cohere.
• OpenAI's $38 billion deal with AWS will use Nvidia GPUs, not Amazon's Trainium chips.
• AI spending drives a rapidly growing 18% of the US economy, according to economist David Rosenberg.
• JPMorgan Chase CEO Jamie Dimon predicts AI will shorten the workweek to three and a half days in 20-40 years, with JPMorgan investing $1.5 billion in AI this year.
• Global Shop Solutions launched AI automation tools for manufacturing, including AI AP Automations and AI Sales Order Entry, to streamline processes and reduce errors.
• UC Riverside and Cal State San Bernardino received a $1 million federal grant to create new AI education programs, including an AI minor and certificate, and an AI Help Desk.
• The US military is adopting AI for logistics, intelligence, and decision-making, emphasizing that AI will assist troops but not replace human judgment on the battlefield.

Google launches Ironwood AI chip to challenge Nvidia

Google is releasing its most powerful AI chip, Ironwood, in the coming weeks. This seventh-generation Tensor Processing Unit (TPU) was first tested in April and is more than four times faster than its last version. Ironwood can connect up to 9,216 chips to handle large AI models and power chatbots. AI startup Anthropic plans to use one million of these new TPUs for its Claude model. Google also increased its capital spending to $93 billion to meet high demand for its AI infrastructure.

Google's Ironwood chip boosts AI cloud strategy

Google is making its powerful custom AI chip, Ironwood, widely available, marking a big step in the AI competition. This chip, first tested in April, is built to power advanced AI models. Analysts say Ironwood offers better cost and performance, with 5 times peak compute power and 6 times high bandwidth memory. Google CEO Sundar Pichai stated these chips drive company growth. Major AI companies like Anthropic plan to use up to one million Ironwood chips for their Claude model, and Google may power Apple's Siri.

Amazon AI chips struggle against Nvidia say startups

An internal document shows that some startups find Amazon's AI chips, like Trainium and Inferentia, less powerful than Nvidia's GPUs. Startups such as Cohere and Typhoon reported performance and cost issues with Amazon's chips. Nvidia holds over 78% of the AI chip market, while Amazon's chips have only 2%. AWS claims its chips offer better price performance, and Trainium 2 is used by large customers like Anthropic. However, OpenAI's recent $38 billion deal with AWS will use Nvidia GPUs, not Trainium, highlighting the challenge Amazon faces.

Google's Ironwood chip changes AI hardware competition

Google is making its powerful Ironwood AI chip widely available, changing the competition in AI hardware. This chip, developed over a decade and introduced in April, is Google's most powerful and energy-efficient. It helps Google reduce its reliance on other chip makers like Nvidia and optimize its own AI models like Gemini. Partners such as Anthropic plan to use one million Ironwood chips for their Claude model. Google CEO Sundar Pichai says these custom chips drive cloud business growth, leading to a $93 billion capital investment this year.

Global Shop Solutions launches AI tools for manufacturing

Global Shop Solutions introduced new AI automation tools to simplify manufacturing processes. AI AP Automations can scan invoices, extract data, and match them with purchase orders, saving time and reducing errors. Trent Maynard, Director of Product and Engineering, stated this frees staff for more important tasks. The AI Sales Order Entry tool helps process purchase orders by automatically reading details and entering them into the ERP system. Dusty Alexander, President and CEO, said these tools improve accuracy and help customers make quality parts on time.

Global Shop Solutions offers new AI manufacturing tools

Global Shop Solutions has released new AI automation tools to make manufacturing simpler. AI AP Automations automatically scan invoices, pull out important data, and send it to the ERP system, also matching invoices with purchase orders. Trent Maynard, Director of Product and Engineering, explained this saves many hours and prevents mistakes. The AI Sales Order Entry tool uses AI to read order details and fill them into the ERP system, removing the need for manual entry. Dusty Alexander, President and CEO, noted these tools boost accuracy and help customers produce quality parts on schedule.

Forex Masterclass launches AI trading education worldwide

Forex Masterclass, a London-based online trading platform, has updated its education model with new AI tools and more live training. These changes aim to help traders worldwide improve consistency and discipline in financial markets. The AI-enhanced tools offer real-time chart pattern recognition and probability modeling to help traders make better decisions and reduce emotional biases. Members also get daily webinars and mentorship from experienced traders. The program covers market analysis, strategy development, trading psychology, and risk management to build lasting trading skills.

AI companions create new industry and human questions

A new industry of AI companions is growing, which could deeply change society and what it means to be human. For example, Ms. Jiao, a 22-year-old from Guangzhou, created her ideal male companion using OpenAI's ChatGPT. She gave the AI a specific age, job, and personality. This chatbot remembers personal details about her and always responds in a way she prefers, unlike real-life partners.

Ukrainian startups can win $10,000 in AI hardware accelerator

AI HOUSE is launching the Deep Tech Accelerator: Hardware Edition for Ukrainian startups that combine AI with physical devices. This free four-month program, running from January to April 2026, offers expert support, mentorship, and workshops to help teams develop their products. Startups with a prototype or MVP in areas like smart robotics, IoT, and biotech can apply. The program will end with a Demo Day where the winning team receives $10,000 for scaling their product.

Sleep is a human ability AI cannot match

Sleep is a unique human process that AI cannot replicate, as it helps rewrite memories and build our identity each night. While AI operates in a continuous present without reflection, humans use slow-wave sleep to edit experiences and decide what truly matters. This nightly process trims trivial memories and forms the framework for who we become. Without sufficient deep sleep, our identity can erode. Sleep is essential for humans to process time and link experiences to identity, a fundamental aspect of human cognition that AI lacks.

US military uses AI for logistics not killer robots

The US military is quickly adopting artificial intelligence, but experts believe its biggest impact will be in logistics, intelligence, and decision-making, not "killer robots." Initiatives like Combined Joint All-Domain Command and Control aim to use AI to combine vast data and speed up military choices. While billions are invested in AI-enabled systems, developing physical autonomous vehicles for ground operations remains challenging due to complex environments. Experts noted that AI will help troops but will not replace human judgment on the battlefield.

AI spending drives small part of US economy

Economist David Rosenberg stated that only 18% of the US economy is currently growing, when considering population. This means 82% of the economy is either flat or shrinking. Just six weeks ago, over 40% of the economy was expanding. This small growing part is expanding very quickly due to spending on artificial intelligence. This AI-driven growth is helping to support the rest of the US economy.

UCR and Cal State launch AI education with $1 million grant

UC Riverside and Cal State San Bernardino received a $1 million federal grant to create new AI education programs. This five-year project, funded by the National Science Foundation, will offer AI minor and certificate programs for undergraduates. These programs will provide both theory and hands-on training for various careers. The initiative also includes an AI Help Desk, offering free or low-cost advice to local nonprofits and small businesses. The goal is to boost the region's economy and prepare students for AI-related jobs.

Jamie Dimon predicts AI will shorten workweek

JPMorgan Chase CEO Jamie Dimon predicts that artificial intelligence will shorten the workweek to three and a half days in the developed world within 20 to 40 years. He stated that AI will impact every job and customer interaction, though it will also eliminate some jobs. JPMorgan is investing $1.5 billion in AI this year, and Dimon urges businesses to adopt the technology. He also warned that the AI build-out needs a lot of capital and power, and some projects might not succeed. Dimon believes leaders must modernize data and manage job changes to achieve this future.

Sources

• Google's rolling out its most powerful AI chip, taking aim at Nvidia with custom silicon
• Google’s Ironwood Chip: A Full-Stack Gambit in the AI Arms Race
• Startups find Amazon's AI chips 'less competitive' than Nvidia GPUs, internal document shows
• Google’s Ironwood Chip Reshapes the AI Hardware Battle
• AI automation tools to simplify manufacturing from Global Shop Solutions
• AI automation tools to simplify manufacturing from Global Shop Solutions
• Forex Masterclass Unveils Enhanced AI-Driven Trading Education Framework to Strengthen Trader Performance Worldwide
• A new industry of AI companions is emerging
• Ukrainian startups that combine AI and hardware can win $10,000 for development at the Deep Tech Accelerator
• Sleep Is the Line AI Cannot Cross
• AI is here. What does that mean for the US military?
• Decoding S&P 500: When Human Sentiment Meets Artificial Intelligence (Technical Analysis)
• UCR and Cal State to collaborate on AI education
• Jamie Dimon predicts AI will shorten the workweek : 'My guess is the developed world be working three-and-a-half days a week'