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Intelligence Briefing • Nov 2025

THE AWAKENING
OF THE GIANT

Google has moved from "sleeping giant" to full-stack sovereignty. New chips, new models, and a war for the web's future.

1. Breaking the Nvidia Tax

Google is aggressively cutting reliance on external GPUs. The new Axion CPUs and TPU v6/Trillium chips are deployed in "Ironwood" pods.

*Claimed speedup for dynamic search workloads over standard GPUs

2. Model Supremacy

The ecosystem clutter is gone. DeepMind has consolidated everything under Demis Hassabis.

⚠️ The Friction Points

The Publisher Revolt

"Independent Publishers Alliance" suing over AI Overviews. Traffic down 20-40% for some.

Legal Risk: HIGH

"Zero Click" Revenue

AI Answers destroy traditional CTR. Google must invent new ad formats fast.

Economic Risk: HIGH

The Next Frontier

⚛️

Quantum

"Willow" chip for error correction & fusion.

🤖

Agents

Project Astra delayed to late '25 for reliability.

Source: Google AI Architecture Report (Nov 2025)

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