Meta is reportedly in talks to use Google’s TPUs in data centres, as the search giant challenges Nvidia’s market dominance.

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 ...

Major stock indexes ended sharply higher Monday to begin a holiday-shortened trading week, with investors increasingly confident the Federal Reserve will cut interest rates at its December meeting.

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 ...

On a day when the tech sector is doing its best to prop up market sentiment, some of its biggest names are lagging behind. Nvidia (Nasdaq: NVDA), Advanced Micro Devices (Nasdaq: AMD) and Super Micro ...

Apple is just a few percentage points away from overtaking Nvidia, thanks in part to Google. Whether that will hold is ...