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29.11.25 - 15:54
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GOOG Stock Soars To All Time Highs on NVDA Chip Comparision (24/7 Wall St.)
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Alphabet Inc. (NASDAQ: GOOG) shares climbed 2.1% on Friday, November 28, 2025, as retail sentiment surged to 64 (bullish) while NVIDIA Corporation (NASDAQ: NVDA) sentiment dropped to 33 (bearish). The catalyst: reports that Meta Platforms Inc. (NASDAQ:META) is in advanced talks to spend billions on Google's TPU chips instead of NVIDIA's GPUs, triggering discussion about ... GOOG Stock Soars To All Time Highs on NVDA Chip Comparision
The post GOOG Stock Soars To All Time Highs on NVDA Chip Comparision appeared first on 24/7 Wall St.....
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29.11.25 - 10:30
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GPU and TPU dispute illustrates zero-sum fallacy (Digitimes)
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The AI chip market is witnessing intensifying competition as Google's tensor processing units (TPUs) gain momentum alongside Nvidia's dominant graphics processing units (GPUs). With Google's Gemini 3 launch expected to reset the competitive landscape, according to multiple market sources cited by the Financial Times, concerns have emerged about potential impacts on Nvidia's market position....
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