Nvidia faces turbulence as Google Cloud unveils game-changing Ironwood TPU amid trade pressures

Google Cloud diversifies away from third party hardware with new Ironwood AI chip that could set the energy efficiency benchmark while Nvidia bleeds trillions on the frontlines of the global trade war.

Nvidia can’t catch a break right now. After ascending the AI hardware throne, increased sanction pressure forced the company to design a gimped version of its H100 GPU for Chinese customers, which DeepSeek then used to develop its AI model to show the world what can be achieved on cheaper hardware. 

That caused the first catastrophic stock plunge. Then came a devastating couplet of circumstances just as the once hardware king was shaking off the tariff damage. 

Google Cloud unveiled its seventh-generation Tensor Processing Unit (TPU), codenamed “Ironwood”, with claims of remarkable improvements in both performance and energy efficiency that could reshape the environmental footprint of artificial intelligence operations — a much-needed development after the recent International Energy Agency report. 

Google’s announcement comes against the backdrop of Trumpian tariff flip-flopping where the US...
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