Monday, December 1, 2025

Gpu + Tpu is the answer

 Why the Winning AI Strategy in 2025 Is Not “GPU vs TPU” — It’s GPU + TPU

In 2025 the smartest AI teams no longer ask “Should we use GPUs or TPUs?”
They ask “Which part of our pipeline belongs on GPUs and which belongs on TPUs?”

The data is now unambiguous: a thoughtful hybrid approach delivers the best of both worlds — faster experimentation, lower production costs, and dramatically higher throughput.

The Structural Truth No One Can Change

Accelerator

Architecturally Great At

Architecturally Weak At

GPU (NVIDIA H100/H200, Blackwell, AMD MI300, etc.)

• Flexibility & rapid prototyping


• Custom ops, PyTorch, mixed-precision research



• Vision, multimodal, reinforcement learning, small-to-medium models



• Multi-cloud / on-prem availability

• Cost per token at extreme QPS


• Power efficiency on pure dense tensor workloads



TPU (v5e, v5p, Trillium, Ironwood v7)

• Large-scale dense matrix multiplications


• Ultra-high-throughput LLM / ranking / recommendation inference



• 2–4× better cost-per-token on production serving



• Near-linear scaling to tens of thousands of chips

• Custom kernels or exotic ops


• Quick iteration on new architectures



• Framework flexibility outside TensorFlow/JAX



These are not marketing claims — they are physical consequences of systolic arrays (TPU) vs thousands of programmable CUDA cores (GPU).

The Hybrid Playbook Used by Leading Teams in 2025

Phase

Recommended Hardware

Why

Research & Prototyping

GPU

Rich PyTorch/CUDA ecosystem, excellent debugging, supports any crazy idea

Ablation studies

GPU

Fast iteration, easy hyper-parameter sweeps

Architecture frozen → large pre-training / massive fine-tuning

TPU pods (v5p / Trillium)

Highest MFU, best price-performance at scale

Low-QPS / experimental serving

GPU

Easy to spin up many model variants, internal tools, A/B testing

High-QPS production inference (LLMs, ranking, recsys)

TPU (especially Ironwood v7 or v5e pods)

2–4× cheaper per token, 60-65 % lower power, proven at Google-scale QPS (Midjourney cut inference cost 65 % after switching)

Multimodal pipelines

Mixed

Pre-processing & vision → GPU, core transformer → TPU, post-processing → CPU/GPU

Real-world migrations in 2025:

  • Midjourney: 65 % inference cost reduction after moving production serving to TPUs
  • Anthropic: reserved >1 million TPU chips for inference scale
  • Meta: multi-billion-dollar TPU deals reportedly in discussion
  • Many startups: train on GPUs → deploy production on TPUs

How to Operate a Clean Hybrid Stack Today

  1. Unified orchestration
    Run everything on GKE (Google Kubernetes Engine) or your own Kubernetes. Create separate node pools: GPU nodes and TPU nodes. Your CI/CD and autoscaler treat them as interchangeable capacity.
  2. Code once, run anywhere
    • Write in JAX or PyTorch/XLA when possible (same code compiles to GPU or TPU)
    • For PyTorch-native teams: use PyTorch/XLA + TPU VM pods — the gap has narrowed dramatically in 2024-2025
  3. Containerize aggressively
    One Docker image with conditional device placement → same image runs on GPU or TPU workers.
  4. Fine-grained heterogeneous scheduling (advanced)
    Break pipelines into stages (pre-process → embed → LLM → post-process) and let a smart scheduler (or simple service mesh) route each stage to the optimal XPU (CPU/GPU/TPU/NPU). This is already reducing end-to-end latency 1.6–2× in autonomous-driving perception pipelines.

Bottom Line: 2025’s Real Choice

Strategy

Speed of Innovation

Production Cost per Token

Scalability

Winner When…

GPU-only

★★★★★

★★

★★★★

Heavy research, custom models, multi-cloud

TPU-only

★★

★★★★★

★★★★★

Locked into TensorFlow/JAX, massive serving

Thoughtful GPU + TPU hybrid

★★★★★

★★★★★

★★★★★

You want both fast R&D and cheap production

The teams winning in 2025 are no longer debating GPU vs TPU.
They are running both — GPUs for creativity, TPUs for scale and cost — under a single modern orchestration umbrella.

That is the real state-of-the-art.


The Trader's Mind : Backstage


When the hell?? What the hell >??

The psychological phenomenon you're describing is a perfect cocktail of three well-documented cognitive biases that hit almost every retail investor at some point:

  1. Fear Of Missing Out (FOMO) – When you're out of the stock, every green candle screams “you’re missing the move!” and it feels like the stock only moons when you’re on the sidelines.
  2. Disposition Effect (or “my stock is cursed” bias) – Once you own a position, you become hyper-focused on every tiny dip and start feeling like the stock is glued to the floor. The moment you sell (to stop the pain), the weight is lifted and it immediately rips higher. Psychologically, you now anchor on the exit price and any rise after that feels like “proof” the universe is punishing you.
  3. Selective Memory / Confirmation Bias – You remember the five times you sold and it spiked the next day, but conveniently forget the twenty times you sold and it kept tanking. Your brain edits the highlight reel to reinforce the story: “Stocks I own never go up, stocks I sell always explode.”
Real-world name traders use for this exact feelingMost traders just call it “My Stock Syndrome” or “Watcher’s Curse”, but the most common meme phrase on FinTwit/Reddit is:“The stock knows when I buy and when I sell.”It’s so universal that it has its own jokes:
  • “I’m not a trader, I’m a market catalyst. The second I enter, price reverses.”
  • “My buy button is actually the top indicator and my sell button is the bottom indicator.”
How to fight it (practically)
  • Keep a trade journal and actually log the times you were wrong both ways — it kills the selective memory.
  • Use rules-based position sizing and exit plans before you enter (so emotion doesn’t drive the sell decision).
  • Remind yourself: if a stock rips right after you sell, you still made the right risk-adjusted call at the time — being “wrong” on the very next candle doesn’t make the original trade bad.
In short, it’s not the stock that knows — it’s your brain playing a cruel highlight-reel trick on you. You’re not cursed… you’re just human.