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Meta's AI Chip Deal Talks with Google Challenging Nvidia's Market Dominance

Meta is in discussions to use Google's TPUs for its AI models, a deal potentially worth billions that could challenge Nvidia's dominant position in the AI chip market. This development is part of a broader trend of AI-related business moves, including workforce restructuring at HP, increased AI server shipments by Dell, and various other corporate activities influenced by AI advancements. The competitive shift in the AI hardware landscape highlights major tech companies vying for leadership in AI technology infrastructure.

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    • TigerClubTigerClub
      ·2025-11-26

      🎁What the Tigers Say | Google vs. Nvidia: The AI Chip War Investors Can’t Ignore

      $Alphabet(GOOGL)$ $Alphabet(GOOG)$ is pushing aggressively into the AI chip race, leveraging its latest breakthroughs in large-model development to challenge $NVIDIA(NVDA)$ ’s long-standing dominance. The latest catalyst: reports that $Meta Platforms, Inc.(META)$ is in talks with Google to adopt billions of dollars’ worth of Tensor Processing Units (TPUs) in its data centers starting in 2027.The market reacted instantly: Nvidia plunged nearly 7% intraday, while Alphabet surged more than 3% to a fresh all-time high.Adding fuel to the volatility, Michael Burry — the real-life inspiration behind The Big Short — re-emerged
      看6.61K回复8
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      🎁What the Tigers Say | Google vs. Nvidia: The AI Chip War Investors Can’t Ignore
    • TigerClubTigerClub
      ·2025-11-26

      🎁What the Tigers Say | Google vs. Nvidia: The AI Chip War Investors Can’t Ignore

      $Alphabet(GOOGL)$ $Alphabet(GOOG)$ is pushing aggressively into the AI chip race, leveraging its latest breakthroughs in large-model development to challenge $NVIDIA(NVDA)$ ’s long-standing dominance. The latest catalyst: reports that $Meta Platforms, Inc.(META)$ is in talks with Google to adopt billions of dollars’ worth of Tensor Processing Units (TPUs) in its data centers starting in 2027.The market reacted instantly: Nvidia plunged nearly 7% intraday, while Alphabet surged more than 3% to a fresh all-time high.Adding fuel to the volatility, Michael Burry — the real-life inspiration behind The Big Short — re-emerged
      看6.61K回复8
      点赞76
      编组 21备份 2Share
      Report
      🎁What the Tigers Say | Google vs. Nvidia: The AI Chip War Investors Can’t Ignore
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