Strategic Briefing: Google TPU Landscape (History, Status, and Future)
Google has aggressively accelerated its custom silicon roadmap to challenge NVIDIA's dominance. The last 12 months marked a pivot from purely internal optimization to aggressive commercial scaling, highlighted by the release of Trillium (TPU v6) and the announcement of Ironwood (TPU v7). For developers, the most critical shift is the unification of the software stack, breaking down barriers between JAX and PyTorch via the vLLM TPU backend. By 2026, Google aims to transition from a cloud provider to a global AI utility, with projected deployments exceeding 5 million units by 2027.
- Origins (2015): Google introduced TPU v1 specifically for internal inference workloads (Search, Translate), realizing standard CPUs/GPUs could not sustain the required throughput [cite: 1, 2].
- Training Era (v2 - v3):