Transformer Architecture Risk on Tai's Life https://taislife.work/tags/transformer-architecture-risk/ Recent content in Transformer Architecture Risk on Tai's Life Hugo en Wed, 26 Nov 2025 09:30:00 +0800 【Deep Analysis】Gemini 3 Counterattack (Part 3): TPU vs. GPU — The Silicon Philosophy Battle and Investment Strategy https://taislife.work/blogs/google-vs-nvidia-proxy-war-in-tpu-and-gpu/ Wed, 26 Nov 2025 09:30:00 +0800 https://taislife.work/blogs/google-vs-nvidia-proxy-war-in-tpu-and-gpu/ <h2 id="prologue-two-philosophies-on-silicon-chips">Prologue: Two Philosophies on Silicon Chips</h2> <p>In the previous two analyses, we moved from the &ldquo;price war of business models&rdquo; to the &ldquo;new battlefield of Physical AI&rdquo;. 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 <strong>computing philosophies</strong> in the computer science world.</p> <p>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).</p>