The Iron(wood) Throne:
Google's TPU Stakes Its Claim on Inference
Viable Alternative of CUDA Moat,
NVIDIA Working Nigh | Hanami
The Iron(wood) Throne:
Google's TPU Stakes Its Claim on Inference
Viable Alternative of CUDA Moat,
NVIDIA Working Nights & Weekends,
Jensen’s Counter Submission, Kimi K3,
Meta Muse Spark Open, GLM5.3,
TorchTPU, SGLang, vLLM, llm-d, Ray
https://newsletter.semianalysis.com/p/tpu-strikes-the-king(Historical earnings: For fiscal 2027 Q2 (period ended 2026-07-26), NVIDIA reported basic EPS of 4.87, diluted EPS of 4.85, net income of USD 118.010 billion, and revenue of USD 177.837 billion.
Consensus expectations: For fiscal 2027 Q3 (event 2026-11-17), consensus EPS is 2.4733 and revenue is USD 108.977 billion.)