Google Unveils Ironwood Chip While Anthropic Leverages TPUs

The artificial intelligence sector is buzzing with significant developments, ranging from new hardware innovations and market surges to strategic national initiatives and pressing societal concerns. Google recently unveiled its seventh-generation AI chip, Ironwood, a Tensor Processing Unit (TPU v7) designed to offer Google Cloud customers 10 times better peak performance than its predecessor, TPU v5p. The company also introduced Arm-based Axion virtual machine instances to help reduce costs for AI inference, signaling an entry into an 'age of inference.' Notably, Anthropic plans to leverage 1 million of Google's TPUs to support its growth and efficiency goals. Simultaneously, Mexico launched its own sovereign AI ecosystem, I'AM, on November 10, 2025. This platform, powered by NVIDIA Blackwell GPUs supplied by IT Creations, represents a major step for Latin America's technological independence, offering native Spanish support and ensuring all data remains within Mexico. The financial markets are reflecting this AI momentum, with the US stock market experiencing a valuation surge in October 2025. The Morningstar US Market Index rose 2.21 percent, and the total market capitalization of covered stocks increased by over 5 percent. Six major companies, including Alphabet, Nvidia, and Apple, accounted for a staggering $3.1 trillion in valuation increases, highlighting the impact of AI mega-caps. Beyond the market, strategic discussions are shaping the future of AI. At the AI Summit Seoul & Expo on November 10, 2025, June Paik, CEO of FuriosaAI, discussed his company's business strategy and South Korea's efforts to invest in AI and support new policies. Also at the summit, Paige Costello, Vice President at Figma, shared her company's AI business strategy and future product plans. Geopolitical concerns are also prominent, with former CIA operative J. Michael Waller warning that the United States risks losing 'everything' if it allows China to achieve AI dominance. As AI capabilities expand, so do the associated risks and ethical considerations. Washington's AI Task Force met to discuss the potential dangers of chatbots, particularly for teenagers, with Dr. Jodi Halpern from UC Berkeley emphasizing the vulnerability of developing brains to informal mental health support from AI. The task force plans to consider new regulations and laws in December, stressing the need for strong data privacy and transparency. In the UK, Surrey's Police and Crime Commissioner, Lisa Townsend, issued a public warning about deepfake fraud, demonstrating how easily AI can clone voices with just three seconds of audio and urging people to 'Question Everything,' especially during upcoming holiday sales. Internally, Google faced its own challenges, moderating controversial posts by leading AI researcher Noam Shazeer, who made comments about transgender people and accused colleagues of antisemitism, leading to a reminder from management to support all employees and the deletion of one of his posts by internal moderators.

Key Takeaways

• Google launched its seventh-generation AI chip, Ironwood (TPU v7), offering 10 times better peak performance than TPU v5p, and introduced Arm-based Axion virtual machine instances.
• Anthropic plans to utilize 1 million of Google's TPUs to support its growth and efficiency objectives.
• Mexico officially launched I'AM, a sovereign AI ecosystem powered by NVIDIA Blackwell GPUs, on November 10, 2025, focusing on research, commercialization, and data localization.
• The US stock market saw a significant valuation surge in October 2025, with six AI mega-cap companies, including Alphabet, Nvidia, and Apple, contributing $3.1 trillion to market capitalization increases.
• Former CIA operative J. Michael Waller warned the US about the critical importance of preventing China from achieving AI dominance.
• Washington's AI Task Force discussed the risks of chatbots for teenagers, with plans to consider new regulations and laws in December to address public health concerns, data privacy, and transparency.
• Surrey's Police and Crime Commissioner, Lisa Townsend, warned the public about deepfake fraud, demonstrating how AI can clone voices from just three seconds of audio.
• June Paik, CEO of FuriosaAI, and Paige Costello, VP at Figma, discussed their companies' AI business strategies and future plans at the AI Summit Seoul & Expo on November 10, 2025.
• South Korea is actively investing in AI and supporting new policies, as highlighted by FuriosaAI CEO June Paik.
• Google moderated internal posts by AI researcher Noam Shazeer regarding controversial comments, reinforcing the company's policy against unwelcome or insulting discussions among employees.

FuriosaAI CEO discusses business strategy and South Korea AI push

June Paik, CEO of FuriosaAI, spoke about his company's business strategy. He also discussed South Korea's efforts to invest in AI and support new policies. Paik shared these insights with Shery Ahn at the AI Summit Seoul & Expo. This discussion took place on November 10, 2025, for Bloomberg: The Asia Trade.

Figma VP Paige Costello shares AI business plans

Paige Costello, Vice President at Figma, talked about the company's AI business strategy. She also discussed Figma's future product plans that use AI. Costello spoke with Shery Ahn at the AI Summit Seoul & Expo on November 10, 2025. Her interview was part of Insight with Haslinda Amin.

Google unveils powerful new AI chips Ironwood

Google announced its seventh-generation AI chip, Ironwood, which will soon be available to Google Cloud customers. These Tensor Processing Units or TPUs are designed specifically for AI tasks, offering 10 times better peak performance than TPU v5p. Google also introduced Arm-based Axion virtual machine instances to help lower costs for AI inference. The company believes we are entering an "age of inference" where using trained AI models is key. Anthropic will use 1 million of Google's TPUs to support its growth and efficiency goals.

Former CIA agent warns US about China AI dominance

J. Michael Waller, a former CIA operative, shared a strong warning with Fox News Digital. He stated that the United States risks losing "everything" if it allows China to become the leading power in artificial intelligence. Waller emphasized the critical importance of preventing China from achieving AI dominance.

AI mega-caps boost stock market valuations in October

The US stock market saw a valuation surge in October 2025, largely driven by mega-cap AI companies. The Morningstar US Market Index rose 2.21 percent, and the total market capitalization of covered stocks increased by over 5 percent. Eight of the ten largest stocks are directly linked to the artificial intelligence boom. Six major companies, including Alphabet, Nvidia, and Apple, accounted for $3.1 trillion in valuation increases. While the overall market traded at a slight 2 percent discount, small-cap stocks remained very attractive at a 16 percent discount. Companies are accelerating capital expenditures and using public bond markets to fund the AI buildout.

Washington AI Task Force discusses chatbot risks for teens

Washington's AI Task Force met to discuss the potential risks of chatbots, especially for teenagers. Dr. Jodi Halpern from UC Berkeley warned that many people use informal chatbots for mental health support, making teens particularly vulnerable due to their developing brains. The task force plans to consider new regulations and laws in December to address these issues. Experts noted that chatbots using regulated professional titles like "psychiatrist" is illegal. They also stressed the need to view AI as a public health concern, urging for strong data privacy laws and transparency to protect young people.

Mexico launches I'AM a sovereign AI platform

Mexico officially launched I'AM, its own sovereign artificial intelligence ecosystem, on November 10, 2025. This platform, powered by NVIDIA Blackwell GPUs supplied by IT Creations, marks a major step for Latin America's technological independence. Developed by Mexican talent, I'AM is one of the most advanced AI infrastructures in the region, focusing on research and commercialization. A key feature is its native support in Spanish, designed to understand local linguistic and cultural nuances. I'AM offers various tools like I'AM Chat, I'AM Soluciones for businesses, and I'AM Developers for creators, ensuring all data stays within Mexico.

Surrey PCC warns public about deepfake fraud

Surrey's Police and Crime Commissioner, Lisa Townsend, issued a warning about deepfake fraud using a fake video of herself. The video, part of the "Question Everything" campaign, showed a deepfake Ms. Townsend promoting a financial scheme before the real commissioner explained it was AI-generated. She demonstrated how easily fraudsters can impersonate public figures with just three seconds of audio to clone a voice. Ms. Townsend urged people to question everything they see, read, or hear, especially with upcoming Black Friday and Christmas sales, as AI makes it easier for criminals to create convincing scams.

Google moderates AI guru's controversial internal posts

Google has taken action against internal posts made by Noam Shazeer, a leading AI researcher and co-founder of Character.AI. Shazeer, who helps lead Google's AI models, made controversial comments about transgender people and accused colleagues of antisemitism. His manager, Jeff Dean, and other leaders like David Silver, told him to support all employees. Google's internal moderators deleted one of his posts, and he was previously removed from a communication channel for his antisemitism allegations. Google's policy prohibits discussions that make employees feel unwelcome or insulted.

Sources

• FuriosaAI CEO on Business Strategy, AI Policy
• Figma’s Paige Costello on AI Business Strategy
• Google advances AI hardware with seventh-generation TPUs
• Former CIA operative says US will 'lose everything' if it allows China to become dominant in AI
• November 2025 Stock Market Outlook: AI Mega-Caps Drive Valuation Surge
• Are chatbots linked to teen suicide? WA’s AI Task Force holds meeting on risks
• Mexico Unveils I'AM: The Sovereign Artificial Intelligence, Powered by NVIDIA Blackwell and IT Creations
• Surrey PCC warns about fraud with deepfake video
• Google cracks down on posts by $2.7B AI guru who sounded off on...