The Story
News Summary
- As OpenAI and hyperscalers advance custom silicon, Morgan Stanley projects Google's TPU systems will generate up to $108 billion in cloud revenue by 2028.
- Alphabet's mature custom chip pipeline strengthens its margin profile and diminishes reliance on Nvidia's costly hardware.
Explore GOOGL price history & advisor snapshot
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Stored market data
GOOGL price history
343.57
+7.66% over the displayed period
Advisor Snapshot
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