⚖️ GPU vs. TPU: The Strategic Divergence of AI Acceleration Architectures in the Post-Gemini 3 Era

Welcome back to AI Unraveled, your daily strategic briefing on the business impact of AI. Today, we are pausing the daily news feed to conduct a "State of the Silicon Union." The monolithic dominance of NVIDIA is fracturing. With the release of Google's Gemini 3—trained entirely on non-Nvidia hardware—and rumors of Meta purchasing billions in custom silicon, the industry is entering a phase of acute structural divergence. We are analyzing the "Ironwood" TPU architecture against the Blackwell GPU, the friction of the CUDA-to-JAX migration, and the massive FinOps implications of owning assets vs. renting efficiency.

Source: https://www.linkedin.com/pulse/gpu-vs-tpu-strategic-divergence-ai-acceleration-architectures-wz6ic

Strategic Pillars & Key Takeaways:

• The Silicon Cold War (Hardware): ...