Google took the TPU chip out of Riwire

The eighth generation of Google TPU was split to two, the valuation of Vast Data tripled, and Maine legislation banned data centres. AI capital money and doors are in place。

The 8th generation of Google TPU, split into two, and the era of "Everda Tax" and "Agent" came together

Google launched the eighth generation of TPU at the Cloud Next Congress, breaking training and reasoning into two separate chips for the first time. TPU 8t is training-oriented and individual superclusters can be extended to 9600 chips and 2PB shared memory, with performance 2.7 times higher per dollar than the previous generation of Ironwood. TPU 8i is reason-oriented and optimizes the low delay scenario for the large MoE model, increasing performance by about 80% per dollar。

Splitting itself is a judgment. The past seven generations of TPUs are universal designs, and Google now thinks that the Agent-era reasoning and training loads are no longer the same job. Accompanying actions: $750 million in partnership funds, Agenic Data Cloud data architecture, Gemini can run on the offline single machine. On the same day, Trining Machines Lab of Mira Murati signed a multibillion-dollar GB300 chip agreement with Google Cloud. Google's self-studying chip is still shopping for Inverda with both hands。

(Source: TechCrunch / CNBC / Bloomberg / Google)

TWO DAYS AFTER THE SUSPENSION, HELIUM CUTS ARE THE REAL BOTTLENECK IN AI INFRASTRUCTURE

The ceasefire was extended for less than 24 hours, and the Iranian Revolutionary Guards fired at three ships in the Strait of Hormuz, holding two. The Greek cargo ship was hit by rockets, causing serious damage to the bridge building. The White House's response was "not American or Israeli ships," not to violate the ceasefire. Officials testified to Congress that it would take at least six months to clear mines in the Strait, even if the truce were to cease. (Continuing yesterday's coverage)

Moody issued a rating report on the same day, shifting the focus from oil to helium. After the missile attack on the Ras Laffan facility in Qatar in February, about 30 per cent of the semiconductor helium gas production around the world was released. Helium is the core of cooling crystal round in chip manufacture and there are no alternatives. Moody warned that this posed a potential risk of $65 billion, that it would take five years to repair the facility, and that the bottleneck was not a shortage of funds but a global turbine. Everyone's staring at oil prices, really stuck in the AI supply chain is a colorless, inert gas。

(Source: Fortune / Al Jazeera / NPR / Moody's / CSIS)

3-AI capital and doors were in place, Vast Data tripled to 30 billion, Maine passed the US-wide ban on its first data centre

The AI Data Infrastructure Company Vast Data completed a $1 billion F round of finance, valued from $9.1 billion to $30 billion, with cumulative orders breaking $4 billion. Drive Capital and Access Industries jointly sponsored the project, and the company is considering an IPO, which includes a secondary share of both employees and early investors。

On the same day, the Maine State Council finally passed the United States ' first AI data centre ban on the construction of new data centres above 20 MW until November 2027. Governor Mills decided whether or not to sign the bill 25 April, with the hesitation that the bill lacked industrial exemptions for the difficult town of Jay. The capital rushed into AI infrastructure while the first state government door was closing。

(Source: Bloomberg / CNBC / SiliconANGLE / Democracy Now / Maine Morning Star)

4 TESLA Q1 PROFITED, BUT 4 MILLION AUTOPILOT PROMISES WERE WITHDRAWN

TESLA Q1 RECEIVED $22.390 BILLION, AN INCREASE OF 16 PER CENT OVER THE SAME PERIOD, AND THE ADJUSTED EPS 0.41 EXCEEDED MARKET EXPECTATIONS BY $0.34. THE MĀORI RATE JUMPED FROM 16.3 PER CENT IN THE SAME PERIOD LAST YEAR TO 21.1 PER CENT AND FSD SUBSCRIPTIONS INCREASED BY 51 PER CENT TO 1.28 MILLION. THE FINANCIAL FIGURES WERE COMPLETELY REBOUNDED。

Turn at the conference. Mask admitted that Tesla, carrying about 4 million HW3 chips, could not obtain unsupervised auto-driving, that the previously promised free hardware upgrade was replaced by a discount for the old option, and that V14-lite software upgrades were introduced at the end of June. Tesla's commitment to the owners of these cars, which is now being withdrawn, has been made possible by "just one software update." The annual capital expenditure target had been revised upwards from $20 billion to $25 billion, and management had made clear that free cash flows would be negative for the remainder of the year. Tesla is transitioning from the electric car company to AI Capital, and 4 million old car owners are committed to the cost of transformation。

(Source: TechCrunch / CNBC / Reuters / Teslarati)

5-CHIP CONTROL STRUGGLE: 7-YEAR SENTENCE IN SOUTH KOREA, U.S. LEGISLATION BLOCKING DUV CARVING MACHINES

The Korean court sentenced the former Samsung researcher to seven years ' imprisonment for leaking 10 nm DRAM manufacturing process to the Chinese Changxi storage (CXMT). The defendants received approximately $2 million in remuneration and stock options, revealing more than 600 detailed manufacturing steps. The Court found that the case involved "the core technology of the State" and that CXMT had thereby advanced the expected launch of a 10-nm class HBM2 memory, resulting in "t hundreds of billions of won lost" to Korea. This was the first conviction in the last year after 10 Samsung former employees were indicted。

ON THE SAME DAY, THE UNITED STATES HOUSE OF REPRESENTATIVES FOREIGN AFFAIRS COMMITTEE CONSIDERED THE MATCH BILL. AT THE HEART OF THE BIPARTISAN BILL IS THE DENIAL OF THE MINISTRY OF COMMERCE ' S DISCRETION TO EXPORT DUV CARVING MACHINES AND THE CHANGE OF EXPORT CONTROLS FROM A CASE-BY-CASE TO A NATIONWIDE BAN COVERING ASML AND NICON ' S ADVANCED SCRIPT SYSTEM. THE BILL DIRECTLY CALLS CHINA CHONGRYON INTERNATIONAL, CXMT, YANGTZE STORAGE, AND HUA RAINBOW AND CHINA FIVE CHINESE ENTERPRISES. THE SAMSUNG CASE AND THE MATCH ACT POINT TO THE SAME THING, AND THE CONTROL OF THE CHIP MANUFACTURING PIPELINE IS SHIFTING FROM MARKET COMPETITION TO JUDICIAL AND LEGISLATIVE ACTION。

(Source: Tom's Hardware / Reuters / United States Senate Foreign Affairs Committee)

And it's worth knowing, Zoo

Strategy purchased 34,164 bitcoins with $25.4 billion, with a total holding stock breaking 81.50 million. The BTC rate of return from the beginning of the year to date was 9.5 per cent, with a total acquisition cost of approximately $61.56 billion. The accumulation of bitcoin at the company level continues to accelerate, and the Strategy family has held more reserves than most sovereign countries. (Source: Strategy / CoinDesk)

OpenAI Open Source Privacy Filter device privacy desensitization model. Apache 2.0 permits to be published in HuggingFace to remove personal information locally before the data enter the cloud. OpenAI's rare open-source action aimed at the core anxiety of data leaking in Enterprise AI deployment. (Source: Venture Beat)

Elizabeth Warren warned the AI bubble in a speech at the University of Vanderburg. "I know a bubble when I see one." (Source: The Verge)

Bitcoin broke the $78,000 threshold and the extended ceasefire pushed the risk back. Multiple heads accumulate $180 million in leverage positions in the vicinity of 78K critical resistance positions, coins and Meme coins simultaneously rebounding. Granite Shares (4/23) is on line today 3 times leverage XRP ETF, with a thicker derivative layer. (Source: CoinDesk / Yahoo Finance)

Sui Eco-Volo Protocol was attacked by $3.5 million, and in April the total number of encrypted attacks reached $606 million. The team committed itself to fully absorbing the loss of the user. Together with the previous $292 million loophole in Kelp DAO, April has exceeded the sum of $165.5 million in the first quarter of this year, making it the worst month since February 2025. (Source: CoinDesk / PYMNTS)