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AI & Enterprise

Google AI chip push: TPU sales seen at 184 trillion won by 2028, can it shake Nvidia\'s dominance

Google\'s Tensor Processing Unit (TPU) is expanding into the external cloud market, raising questions about whether it can challenge Nvidia\'s dominance in AI chips. Google and Oracle announced a deal allowing Oracle Cloud customers to use TPUs from next year. Reports also suggest OpenAI may increase TPU use. Analysts expect TPU revenue to rise sharply through 2028 as more companies adopt multi-chip strategies to reduce dependence on a single supplier.

AI & Enterprise

Can Anthropic really reach a $2 trillion valuation? IPO test begins

Anthropic on Oct. 26 released its S-1 filing for an initial public offering, giving investors detailed figures on revenue, losses and contracts. The Information reported the company may start its roadshow in two weeks and target a Nasdaq listing in the week of Nov. 16 under the ticker ANT. Media reports cited valuations ranging from at least $1.5 trillion to as high as $2 trillion, alongside large commitments for data centers, chips and computing power.

Industry

ESS cannot be used at EV charging stations. Why?

As energy storage systems (ESS) are seen as an alternative for EV charging stations with limited grid connection capacity, the charging industry is calling for制度 changes. Current government ESS policy and the distributed energy framework focus on supporting renewable energy, and do not allow storing electricity taken from the grid in an ESS for use in charging. Facilities combining ESS and chargers are allowed only when installed with solar power. The industry says relying on regulatory sandbox demonstrations is insufficient.