Rossington进一步分析指出，若谷歌最终实现TPU的对外商业化，到2030年或可创造相当于英伟达 (NVDA.US)10%的营收，并为谷歌当前市值增加约6%的价值。此前有报道称，Meta (META.US)正就TPU合作事宜与谷歌进行谈判。

OpenAI said it might buy AI chips from Google. Nvidia won the deal by cutting its GPU price 30%. By 2030, Google's AI chip ...

英伟达则通过其官方X账号驳斥了谷歌将颠覆其AI芯片主导地位的传言，称该说法毫无根据。英伟达在肯定谷歌AI领域成就的同时强调，目前仍在为谷歌提供产品供应，并指出：“英伟达在行业中领先一代——我们是唯一能运行所有AI模型、且支持全场景计算的平台。” ...

Heartland Advisors, an investment management company, released its third-quarter 2025 investor letter for its “Heartland ...

OpenAI 的 Code Red 计划加紧提升 ChatGPT 表现，以与 Google 的 Gemini 3 竞争，这波较量将影响 Microsoft、Nvidia 及更广泛的 AI 生态，并对变现路径与投资者信心产生重要影响。

When it comes to big tech, Burry seems to have a problem with the accounting policies employed by the hyperscalers. Companies ...

Volatility resurfaced as speculation intensified over whether an AI bubble may be forming and bursting. A significant portion ...

年初，从硅谷的科技巨头到中国的互联网新贵，谁手里能拿到更多的英伟达芯片，谁就仿佛握住了通往未来的钥匙。在众星拱月的氛围烘托之下，英伟达年内市值一度突破5万亿美元，成为全球首个市值达到5万亿公司。

Alphabet stock gains as it gains on both the LLM and AI infrastructure front. Can it overtake Nvidia?

Today, Taiwan Semiconductor accounts for approximately 71% of the global foundry services market, measured as revenue share.

Given MU's almost absurdly low valuation, its shares are likely to get a much bigger boost than Google if the tech giant's ...

Google announced Project Suncatcher earlier this month. CEO Sundar Pichai now says it could begin building data centers in ...