Google’s TPUs successfully challenge Nvidia’s GPUs

Big Tech chips power the Gemini 3 model, which outperformed ChatGPT 5.1—the latest version of the popular OpenAI model, which runs on Nvidia processors—in tests. It has now been announced that Anthropic will acquire one million TPUs, paying around US$25 billion for them. Meta is reportedly considering following the same path.

MORE ANALYSIS

Brasil · Fixed Broadband · Operators17/12/2025

Next year will be crucial for Brazil’s small internet providers

New strategies will prevail as the market seeks consolidation after several years of boom and operating almost on the fringes of legality.

Globales · Spectrum16/12/2025

Spectrum: The debate over 6G bands enters a decisive phase ahead of WRC-27

The 7,125–8,400 MHz band is emerging as favorable due to its contiguity with the upper portion of the 6 GHz band. There is also interest in the 14.8–15.35 GHz block. Within Citel, eight administrations have developed preliminary positions and have called for the process to be concluded at the ITU. Discussions are also progressing on interference issues affecting D2D services over IMT.

Globales · Internet & OTT15/12/2025

Webscale market imbalance: revenues rise 14% while capex jumps 63%

These are figures from analyst firm MTN Consulting for the third quarter of 2025 compared with the same period in 2024. The study notes that there are “very few proven business models” and that advertising remains a very important source of revenue for large companies, but warns that it will be subject to consumer conditions in 2026.

Globales · Hardware11/12/2025

Google’s TPUs successfully challenge Nvidia’s GPUs

Big Tech chips power the Gemini 3 model, which outperformed ChatGPT 5.1—the latest version of the popular OpenAI model, which runs on Nvidia processors—in tests. It has now been announced that Anthropic will acquire one million TPUs, paying around US$25 billion for them. Meta is reportedly considering following the same path.

América Latina · Fixed Broadband · Terrestrial Backbones10/12/2025

Optical fiber value chain restructuring opens opportunities for the region

A recent report by the Inter-American Development Bank indicates that Brazil, Mexico, and Argentina are well positioned to integrate into the new global flows being created for cable and fiber manufacturing. The goal would be to supply regional expansions and meet the needs of the U.S. market.

List all analysis