Google’s AI Next Steps: TPU Adoption, Gemini Momentum, and Cloud Market Challenges

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• According to iTnews: Meta is in talks to spend billions on Google’s chips.
• Research from AInvest indicates: Gemini3 AI model is praised for reasoning, coding, and niche tasks.
• Yahoo Finance reports: Google Cloud is growing due to global AI rush but lags behind Microsoft Azure and AWS in market share.

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• Reddit user: Bearish on TPU adoption due to CUDA lock-in and codebase refactoring costs.
• Reddit user: Bullish on Google long-term due to strong leadership (Demis Hassabis) and AI expertise.
• Reddit user: Neutral on TPU adoption; big companies will use multi-vendor sourcing for price leverage.
• Reddit user: Bearish on Google’s ability to take Azure market share due to AWS/Azure’s superior utilities.
• Reddit user: Bullish on TPU inference adoption due to efficiency and Google’s Ironwood focus.

: Google’s AI strategy combines technical strength (Gemini3, custom TPUs) with strategic partnerships (Meta chip talks) but faces practical barriers to TPU adoption and cloud market share gains. Social media views align with research on cloud gaps but add nuance on CUDA lock-in as a key TPU hurdle. For investors, short-term risks include slow TPU adoption, while long-term opportunities lie in Gemini’s enterprise traction and TPU inference efficiency.