Friday, December 26, 2025

Tag: Tensor Processing Unit

Alphabet’s AI Chips Are a Potential $900 Billion ‘Secret Sauce’

“If companies want to diversify away from Nvidia, TPUs...

Alphabet could see billions in added revenue from TPU sales, Morgan Stanley says

Investing.com -- Alphabet may be positioned for a substantial revenue stream as supply chain checks point...

Analyst bumps price targets on Nvidia and Broadcom on AI strength across the board

Investing.com -- Morgan Stanley raised its price targets on Nvidia and Broadcom after a series of...

AMD Shares Sink as Meta Google Chip Talks Stir New Concerns Over AI Competition

This article first appeared on GuruFocus. AMD (AMD, Financials) is facing its weakest monthly...

Alphabet Expands AI Edge With New ‘Ironwood’ Chip as TPU Demand Soars

This article first appeared on GuruFocus. Alphabet (GOOGL,...

Alphabet Rolls Out Ironwood, Its Fastest AI Chip Yet

This article first appeared on GuruFocus. Alphabet (GOOGL,...

Jefferies names Broadcom new Top Pick as ASICs are ’at an inflection point’

Investing.com -- Jefferies named Broadcom its new Top Pick, saying the chipmaker is “at an inflection...

KeyBanc Raises Broadcom (AVGO) PT, Keeps Overweight Rating

Broadcom Inc. (NASDAQ:AVGO) is one of the 10 Most Profitable Stocks of the Last 5 Years....

KeyBanc Capital Lifts Broadcom Inc. (AVGO) Price Target amid Growing AI Opportunity

Broadcom Inc. (NASDAQ:AVGO) is one of the best stocks to buy right now, according to Nancy...