Nvidia: Potential Meta TPU Deal Is Alphabet's Gain, But Not Nvidia's Loss

Nvidia Corporation posts record data center revenue, yet shares dip on AI bubble fears. Click for this updated look at NVDA ...
TipRanks on MSN

Do Top Analysts See More Upside in NVDA Stock Despite Rising Competition from Alphabet (GOOGL)?

Nvidia (NVDA) shares remain under pressure after a new report suggested that Alphabet (GOOGL) plans to supply its custom AI ...

Google TPUs Are 'Cost-Effective Hedge,' Not Replacement For Nvidia, Strategist Says

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

Nvidia share price: NVDA stock crash in pre-market as Google's big move may lead to 'Godzilla vs. Kong' moment in AI industry

Nvidia shares plummeted over 3% after reports emerged that Meta Platforms is negotiating to spend billions on Google's AI ...
Barchart on MSN

Why Is Everyone Worried About Nvidia’s Days Sales Outstanding? What That Means, and Why It Matters for NVDA Stock.

Concerns over Nvidia’s rising Days Sales Outstanding have sparked debate among investors, but a closer look shows the metric ...

Meta Is in Talks to Use Google’s Chips in Challenge to Nvidia

A deal to use Google’s TPUs for Meta’s AI models could be worth billions and eat into Nvidia’s dominant market share.

What's Going On With Meta Platforms Stock Thursday?

Meta shares initially popped Thursday following Nvidia's blowout earnings report, but have since reversed course.

Meta in talks to spend billions on Google's chips, The Information reports

Meta Platforms is in talks with Google to spend billions of dollars on the Alphabet -owned company's chips for use in its ...