Google is developing an upgraded version of its TPU v9 chip, codenamed Triggerfish, with MediaTek securing exclusive orders for the higher-priced component. This additional order, estimated between 1 to 2 million units, is expected to begin production in late 2027 and ramp up in 2028, potentially boosting MediaTek's revenue. Separately, Alibaba Group has released HappyHorse 1.1, an enhanced video generation model with significant improvements in dynamic expression, subject consistency, and audio capabilities, now available on Alibaba Cloud's Baishan and Qianwen Cloud platforms. AI
IMPACT Google's TPU upgrade signals advancements in AI hardware, while Alibaba's HappyHorse 1.1 release indicates progress in generative video capabilities.
RANK_REASON The cluster reports on a significant hardware development (Google's new TPU chip) and a notable AI model release (Alibaba's HappyHorse 1.1). [lever_c_demoted from significant: ic=1 ai=0.7]
- Alibaba Cloud
- Alibaba Group
- HappyHorse 1.1
- Humufish
- MediaTek
- Ming-Chi Kuo
- Qianwen Cloud
- TPU v9
- Triggerfish
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