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The Taiwan supply chain rumor early this year was that Google might replace Nvidia as TSMC's biggest customer. Hard to believe then, less so now.

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TPU Inference Externalization Full Steam Ahead - InferenceX, Up to 50% Better Performance per Dollar, Rapid Externalization of TPU stack, Growing Customer Base, Ironwood, TPUv8i, Reducing CUDA Moat https://t.co/9CFY8YDRsI

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Library as of 2026-10-22