谷歌從自用芯片轉向對外銷售，推出TPUv7“鐵木”處理器，直接挑戰英偉達市場地位。此舉已促使AI計算價格下降，改變以往僅內部使用的策略，積極拓展第三方銷售，意圖搶佔市場份額。
SemiAnalysis報告指出，OpenAI自2024年5月發佈GPT-4o後，未完成新一代前沿模型的大規模預訓練，因擴展參數和數據時遭遇收斂困難或性能倒退而中止。GPT-5系列實爲GPT-4o優化版，缺乏架構突破。相比之下，谷歌TPUv7已在Gemini3等模型上成功驗證大規模預訓練，算力集羣表現更優。
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