Google chips, TorchTPU target Nvidia inference

Google is finally dismantling Nvidia’s software moat by prioritizing PyTorch compatibility and targeting the inference phase where long-term profits lie.

• –TorchTPU provides a seamless path for developers to migrate from Nvidia’s proprietary CUDA ecosystem to open Google infrastructure.
• –Major industry players like Meta and Anthropic are already signing multibillion-dollar TPU leasing deals, signaling a shift away from GPU-only dependency.
• –The hardware focus is moving from training to inference, which is less about raw power and more about cost-efficiency and power consumption.
• –Geopolitical risks around TSMC and escalating energy costs remain the only real structural threats to Google’s hardware expansion.