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Alphabet (GOOGL) Soars on TPU Momentum as D.A. Davidson Flags $900B Spin-off Upside | Invezz | Login to see the signal | |
Google’s TPU business seen as $900B opportunity amid growing AI demandSummaryD.A. Davidson says Alphabet's TPUs and DeepMind could unlock massive value, citing strong adoption and upcoming Ironwood chips; Nvidia remains dominant but faces emerging competition in AI accelerators. |
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Alphabet (GOOGL) Soars on TPU Momentum as D.A. Davidson Flags $900B Spin-off Upside | Invezz | Login to see the signal | |
Google’s TPU business seen as $900B opportunity amid growing AI demandSummaryD.A. Davidson says Alphabet's TPUs and DeepMind could unlock massive value, citing strong adoption and upcoming Ironwood chips; Nvidia remains dominant but faces emerging competition in AI accelerators. |
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