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Artificial intelligence
from24/7 Wall St.
4 days ago

Reddit Traders Cool on NVDA Stock After CEO Huang Warns of China's AI Infrastructure Advantage

Nvidia retail sentiment shifted from bullish to neutral as investor concerns about Chinese AI competition, Google's TPU announcement, and policy uncertainty weakened confidence.
Artificial intelligence
from24/7 Wall St.
1 week ago

Meta Might Use Google TPUs in 2027. Should Nvidia Investors Panic?

Major tech firms are diversifying AI chip procurement toward TPUs and ASIC development while Nvidia remains the dominant GPU supplier for the foreseeable future.
Silicon Valley
from24/7 Wall St.
2 weeks ago

GOOG Stock Soars To All Time Highs on NVDA Chip Comparision

Meta's talks to buy Google's TPUs triggered Alphabet bullishness and Nvidia bearishness, suggesting TPUs could materially challenge Nvidia's GPU dominance.
fromInfoWorld
1 month ago

Google's cheaper, faster TPUs are here, while users of other AI processors face a supply crunch

That doesn't mean it will be all plain sailing for Google and its TPU customers, though: Myron Xie, a research analyst at SemiAnalysis, warned that Google might also face constraints in terms of chip manufacturing capacity at Taiwan Semiconductor Manufacturing Company (TSMC), which is facing bottlenecks around limited capacity for advanced chip packaging. Designed for TensorFlow Ironwood is the seventh generation of Google's TPU platform, and
Artificial intelligence
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