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15.04.26 - 00:48
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“Every Chip Is Getting Used Instantly” — Here’s Why Google’s AI Dominance May Be Unstoppable (24/7 Wall St.)
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I've been following Peter Diamandis's commentary on AI infrastructure for the better part of two years now, and his recent observation on the “Moonshots with Peter Diamandis” podcast (EP 246) is stunningly accurate. His co-host laid it out: “every chip that's coming out is getting used instantaneously. There is not an idle memory or processing ... “Every Chip Is Getting Used Instantly” — Here's Why Google's AI Dominance May Be Unstoppable...
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14.04.26 - 20:12
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Google Price Prediction: Bull and Bear Case (24/7 Wall St.)
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Our price target for Alphabet (NASDAQ:GOOG) is $352.02, representing 11.5% upside from the current price of $315.72. The 24/7 Wall St. model signals buy, with a 90% confidence level. The fundamental story is compelling: accelerating Cloud growth, a dominant AI platform, and reasonable valuation for a company of this quality. Metric Value Current Price $315.72 ... Google Price Prediction: Bull and Bear Case...
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14.04.26 - 18:12
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Why Google’s TPU Talks Just Made Marvell Technology a Must-Buy AI Stock (24/7 Wall St.)
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The artificial intelligence boom keeps reshaping semiconductors. Hyperscalers now spend billions of dollars on custom chips to slash costs and lift performance, and the custom ASIC market for AI data centers is projected to reach $118 billion by 2033 at a 27% compound annual growth rate. In this surge, Marvell Technology (NASDAQ:MRVL) is emerging as ... Why Google's TPU Talks Just Made Marvell Technology a Must-Buy AI Stock...
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