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 ...
Discover how Alphabet Inc.'s custom AI chips challenge Nvidia's market lead, reshape industry dynamics, and create ...
Nvidia shares plummeted over 3% after reports emerged that Meta Platforms is negotiating to spend billions on Google's AI ...
Alphabet stock gains as it gains on both the LLM and AI infrastructure front. Can it overtake Nvidia?
NVIDIA (NVDA) says there is no definitive agreement on previously announced $100 billion OpenAI deal
While the deal was announced in September 2025, NVIDIA claims it is still not definitive and no investment has been fully ...
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