Google today announcing it's rolling out an in-house AI chip that it says is the most powerful and energy efficient yet as the tech giant takes aim at Nvidia.

Our McKenzie Segalos has dig into that for today's tech check. Morning, Mac.

Hey, good morning, Carl. So Google, it is opening access to its most powerful AI chip, yet it's called Ironwood.

And as it leans harder into custom silicone, it is very much becoming a core part of its cloud strategy. Now the chip was introduced in April for internal testing, but is now moving into broad availability and this is key because cloud wars, they have officially become chip wars and if you don't have your own silicon, you are already playing from behind.

Now, Amazon has Traneum, Microsoft has Maya, but analysts say Google's in-house chips have an edge on the competition,

part of why they've been winning business from rivals. Just in the last few months, Google has landed cloud contracts with openAI, meta, and Anthropic.

Now, Mizuho points to the distinct cost and performance advantage of TPUs.

An Alphabet CEO, Sundarpa Chai, set as much on last week's earnings call,

bragging that TPUs have been one of the biggest drivers of cloud growth over the past year,

and that demand is only accelerating, which is why Google's

investing heavily to scale. The optics help too. TPUs are the hardware behind Gemini, Google's

in-house AI model, which has gained major traction this year. It now powers everything from

Android to search and reportedly just landed the prized Apple deal to run series upcoming AI upgrade.

Now for months, the big question was whether OpenAI or Anthropic would win that business,

and now it looks like Google did. And with Google cloud revenue up 34% in Q3 and Q3 and 93 billion dollars in

KAPX plan for the year, the company's betting big that in order to win an AI,

you have to control the full stack,

and that starts with your own chips.

Guys?

Mac, any ideas on what kinds of features we might get out of Siri

as a result of this Google partnership?

I think that people are looking for any sort of upside in Apple's AI strategy, because to this

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