TPU Lead Validated

Independent ML systems teams reproduce much of the reported 3x H100 advantage for GLA training, reinforcing the idea that Google's TPU stack is becoming structurally stronger in post-Transformer workloads. The near-term market reaction is a rotation within AI infrastructure rather than a broad macro event.

Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.