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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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28.11.25 - 08:06
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Meta and Nvidia reportedly push to integrate GPUs into HBM for AI boost (Digitimes)
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To enhance artificial intelligence (AI) performance, Meta and Nvidia are advancing plans to embed GPU compute cores directly into the base die of high-bandwidth memory (HBM). This innovation blurs the lines between memory and system semiconductors, presenting new opportunities and challenges for South Korea's semiconductor industry....
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28.11.25 - 07:00
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News zu Black Forest Labs, Google, Meta, Nvidia, Quantum Systems, Lovable, TSMC, Intel, Klarna (Manager-Magazin)
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Unser Newsletter „Tech Update“ liefert wöchentlich exklusive Recherchen, Analysen und News zu Start-ups und Innovationen. Diesmal: Black Forest Labs, Google, Meta, Nvidia, Quantum Systems, Lovable, TSMC, Intel, Klarna....
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28.11.25 - 05:48
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Google′s TPU strategy mounts fresh challenge to Nvidia′s GPU lead (Digitimes)
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Google's expanding Tensor Processing Unit (TPU) strategy is emerging as a serious challenge to Nvidia's long-running dominance in AI accelerators, particularly after a report from The Information revealed that Meta is in talks to begin using Google TPUs in its data centers in 2027 under a potential multibillion-dollar agreement....
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28.11.25 - 05:06
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Meta′s Google TPU shift opens new AI supply chain for Taiwan PCB makers (Digitimes)
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Recent market rumors indicate that Meta is negotiating to deploy Google's seventh-generation TPU "Ironwood" in its data centers by 2027, with procurement potentially reaching tens of billions of US dollars. This move signals confidence that Google will become a leading ASIC chip supplier, challenging Nvidia's dominance and securing the second spot in the AI accelerator market....
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