Google Splits TPU as SpaceX Pursues $60B Cursor Deal

AI development took a major strategic turn this week: Google split its TPU into specialized training and inference chips, SpaceX made a $60 billion play for Cursor, and platforms converged on agent-based coding that coordinates parallel work. These moves matter because they determine which companies own the infrastructure—both hardware and software—that developers and enterprises will depend on as AI coding becomes the norm.