James Thorne calls Google TPUs a 'supply hedge,' not an Nvidia killer, warning investors to expect a 'bear story a day' in ...
Shares of Nvidia ($NVDA) fell on Tuesday after The Information reported that Meta ($META) is considering using chips designed ...
Nvidia shares plummeted over 3% after reports emerged that Meta Platforms is negotiating to spend billions on Google's AI ...
Discover how Alphabet Inc.'s custom AI chips challenge Nvidia's market lead, reshape industry dynamics, and create ...
While the deal was announced in September 2025, NVIDIA claims it is still not definitive and no investment has been fully ...