Alphabet has introduced new AI chips, TPU 8tx and TPU 8i Max, targeting secure and advanced computing workloads, with availability expected in 2027. These chips cost about 30% less than Nvidia's GPUs but offer competitive performance, attracting major clients like Apple, Meta, and OpenAI. Bloomberg Intelligence projects TPU-related sales to soar from $12 billion in 2026 to over $135 billion by 2028, potentially becoming a major revenue driver for Alphabet. Wall Street analysts and AI forecasts predict strong stock gains, with price targets around $380 to $398 in the next 12 months, reflecting optimism about Alphabet's growth beyond advertising.
Alphabet's market cap stands at $3.50 trillion as of November 9, 2026, with its stock price at $295.28, up 3.69% on the day. This contrasts with Nvidia, whose market cap is $4.51 trillion and stock price is $175.13, down 6.17% on the same day. On Pluang, Alphabet's typical hold time is 88 days, shorter than Nvidia's 118 days, indicating differing investor engagement levels as the AI chip competition intensifies.
Amazon and Alphabet both rely on custom chips for their cloud services but take different approaches: Amazon keeps its chips in-house, saving costs and protecting margins, while Google sells its chips externally, fueling rapid growth but increasing d...
Senator Bernie Sanders warned major tech companies like Microsoft, Meta, Google, Amazon, SpaceX, Oracle, and Nvidia that they will not receive taxpayer bailouts if their $3 trillion debt-fueled AI investments fail. This comes amid a tough month for t...
Tesla is launching its robotaxi service in San Antonio, Texas, starting Monday at 5 a.m., expanding its autonomous vehicle operations beyond Austin. This move positions Tesla against competitors like Waymo, which also operates robotaxis in several Te...
In 2026, Warren Buffett's key technology stocks showed mixed results. Apple and VeriSign delivered strong gains of 26.33% and 28.33%, respectively, driven by robust sales and recurring revenue growth. Meanwhile, Alphabet declined nearly 10% due to co...
Anthropic has committed $895.4 billion to future AI infrastructure contracts, heavily impacting suppliers like Broadcom, Alphabet, and Amazon, who are already burning cash to meet these obligations. This massive spending commitment, revealed in Anthr...
