Wall Street doesn’t seem particularly concerned about Nvidia’s trajectory, however. Profit estimates for its next fiscal year ...

To be clear, Nvidia’s graphics processing units (GPUs) remain the gold standard for the AI industry. But Google’s TPUs — which power its highly praised Gemini 3 — are cheaper to develop and require ...

The Information reported that Meta Platforms META is in discussions to buy Google’s custom Tensor Processing Unit, or TPU, ...

This year’s revenues are anticipated to be around $215 billion, with the figure expected to surpass $300 billion next year.

These chips are more cost-effective and power-efficient than Nvidia’s (NASDAQ: NVDA) GPUs. By using TPUs in place of GPUs, Google appears to be improving its unit economics and, at the same time, is ...

Shares in Nvidia dropped after a media report, confirmed late Tuesday by the Journal, suggested it faced growing competition ...

James Thorne calls Google TPUs a 'supply hedge,' not an Nvidia killer, warning investors to expect a 'bear story a day' in ...

A Google DeepMind researcher criticized Wall Street's reaction to Nvidia and AMD's stock dip, saying the market ...

Nvidia said its GPUs remain a generation ahead of rivals after a report that Meta may turn to Google’s TPUs (tensor processing units) weighed on its shares. The company emphasized broader model ...

Alphabet is transforming into the ‘Big Oil’ of AI, and GOOGL stock is crushing its competition in the process.

We’re getting close to the year’s end, when reporters’ minds turn to predictions for the new year. So here’s one: I predict ...

Alphabet's perceived "AI comeback" with its TPUs and improved Gemini AI models has led some investors to be "petrified that Alphabet will win the AI war," Melius analyst Ben Reitzes said in a Monday ...