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Alphabet (GOOGL) Surges on Custom TPU Cost Reductions and Massive AI Capex

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The Story

News Summary

  • The AI boom is driving massive power demand, benefiting infrastructure plays like Bitzero.
  • Meanwhile, tech giants like Alphabet (GOOGL) are heavily scaling capex, with Google leveraging custom TPU chips and vertical integration to significantly reduce operational costs and secure strategic depth in the AI race.
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GOOGL price history

349.39 +8.30% over the displayed period

Advisor Snapshot

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