SemiAnalysis· @SemiAnalysis_ · X·· 4 小时前AI 评分39
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铁王座之争： Google TPU 宣示自己在推理领域的地位 CUDA 护城河之外的可行替代， NVIDIA 日夜奋战， Jensen 的反击方案，Kimi K3， Meta Muse Spark 开源，GLM5.3、 TorchTPU、SGLang、vLLM、llm-d、Ray https://newsletter.semianalysis.com/p/tpu-strikes-the-king
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正文
The Iron(wood) Throne:
Google's TPU Stakes Its Claim on Inference
Viable Alternative of CUDA Moat,
NVIDIA Working Nights & Weekends,
Jensen’s Counter Submission, Kimi K3,
Meta Muse Spark Open, GLM5.3,
TorchTPU, SGLang, vLLM, llm-d, Ray
https://newsletter.semianalysis.com/p/tpu-strikes-the-king
来源：SemiAnalysis · x.com