Google accelerates its custom chip strategy as Anthropic and Meta drive surging demand for TPUs in the competitive AI inference market.

Major AI companies including Anthropic and Meta are increasingly adopting Google's TPUs, signaling strong market demand for the custom processors

Google is shifting its TPU focus toward AI inference workloads, where models process data rather than train on it, a rapidly growing market segment

The expansion reflects Google's effort to compete with NVIDIA's GPU dominance by offering specialized hardware tailored for AI applications