The two best models in the world, Anthropic’s Claude 4.5 Opus and Google’s Gemini 3 have the majority of their training and inference infrastructure on Google’s TPUs and Amazon’s Trainium. Now Google is selling TPUs physically to multiple firms. Is this the end of Nvidia’s dominance?The dawn of the AI era is here, and it is crucial to understand that the cost structure of AI-driven software deviates considerably from traditional software. Chip microarchitecture and system architecture play a vit...