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Google launches its seventh-generation Ironwood TPU, quadrupling processing speed, fueling AI growth, and boosting cloud revenue by 34%, highlighting strong demand for AI infrastructure.
Nvidia benefits from AI-driven demand, securing major deals in South Korea while SK Hynix shares tumble after regulatory warnings of overheating.
Amazon launched its AI compute cluster Project Rainier, with Anthropic set to use over a million Trainium2 chips this year, boosting AI infrastructure and cloud capabilities.