【Deep Analysis】Gemini 3 Counterattack (Part 3): TPU vs. GPU — The Silicon Philosophy Battle and Investment Strategy

Wed, 26 Nov 2025 09:30:00 +0800

Prologue: Two Philosophies on Silicon Chips

In the previous two analyses, we moved from the “price war of business models” to the “new battlefield of Physical AI”. Now, we want to uncover the most underlying logic of this proxy war—this is not just a competition between Google and Nvidia, but a collision of two distinct computing philosophies in the computer science world.

The result of this collision will determine the profit distribution of the AI industry in the next decade, and who can hold the final key to Artificial General Intelligence (AGI).

【Deep Analysis】Gemini 3 Counterattack (Part 1): The Proxy War Between Google and Nvidia

Mon, 24 Nov 2025 09:30:00 +0800

Prologue: When Silicon Valley’s “Cold War” Turns into a “Hot War”

Over the past two years, the AI industry seems to have experienced a typical “disruptor story”: the agile startup OpenAI, relying on ChatGPT and Nvidia’s powerful computing power, caught the former tech giant Google off guard. The market narrative at the time was simple and crude—Google was too slow and had too much baggage, and seemed destined to become the next Yahoo or Kodak in this new era of generative AI.

GPU on Tai's Life

【Deep Analysis】Gemini 3 Counterattack (Part 3): TPU vs. GPU — The Silicon Philosophy Battle and Investment Strategy

Prologue: Two Philosophies on Silicon Chips

【Deep Analysis】Gemini 3 Counterattack (Part 1): The Proxy War Between Google and Nvidia

Prologue: When Silicon Valley’s “Cold War” Turns into a “Hot War”