Google has introduced TPU 8t (

Google has introduced TPU 8t (training) and TPU 8i (inference): splitting training and inference for the first time
TPU 8t: 2.8x performance at the same cost, +124% performance per watt; Supports up to 9,600 chips in a supercomputing cluster

TPU 8i: +80% performance; 384MB on-chip SRAM (3x previous generation); Optimized for low-latency multi-agent inference

AMD Breaks $300: Is AMD the Next Nvidia?

AMD surged 6.67% through the $300 level as expanding AI partner ecosystems prompted markets to reassess its strategic positioning in AI chips, with MI-series GPU penetration in mid-range compute deployments increasingly priced in. Micron's concurrent 8%-plus rally reinforced broad semiconductor sector momentum, further validating the AI infrastructure buildout cycle. The $300 breakout carries technical significance, but same-day media warnings highlight three AI chipmakers with greater upside than AMD. Has the risk/reward at current levels begun to narrow?

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