Alphabet's Cloud Growth, TPU Sales Could Drive Q3 Upside, BofA Says

Yahoo Finance·43m ago

MediaTek's Google TPU v9 faces potential delay over glass substrate yields, but 2026 orders remain strong

digitimes·6h ago

Google's TPU v9 Reportedly Slips to Early 2028, Putting MediaTek's Path to Volume Production in Focus

XenoSpectrum·12h ago

Google’s Next AI Chip Is Running Late. Why Marvell May Be Fine

Yahoo Finance·22h ago

The 15-Minute Space TPU: Why Orbital Data Centers Are a Radiator Problem

Vocal·1d ago

Google Stock Forecast: TPU Growth Strengthens Alphabet’s Challenge to Nvidia

TradingKey·1d ago

Google Has the Most Compute—So Why Are Gemini 4 Argon Usage Limits So Strict?

nokiapoweruser.com·3d ago

Project Suncatcher: Google’s First Step Toward AI Data Centers in Space

Intelligent Living·4d ago

SK hynix details H-TPU, tiny cores that offload the Arm CPUs in its SSD controllers

Tom's Hardware·6d ago

Google's Next TPU Just Hit a Small Snag

TradingView·Oct 13

GF Securities: Google (GOOG.US) TPU v9 progress slightly delayed; Marvell Technology (MRVL.US) maintains solid position in ASIC supply chain

Moomoo·Oct 13

From Google's TPU to Microsoft's Maia, the era of AI inference is igniting a surge in ASIC computing power expansion! Microsoft is poised to deploy millions of its self-developed AI chips.

Moomoo·Oct 13

Google’s Orbital TPU Test: Why SpaceX Wins No Matter Which Hyperscaler Gets There First

Alphabet Inc. (NASDAQ:GOOG) has taken its first concrete step toward its long-term vision of putting data centers in orbit, launching a prototype TPU satellite to test whether its AI chips can ...

Yahoo Finance·Oct 10

Google's VP of global infrastructure and capacity Bikash Koley heads to TPU neocloud Crux AI

Data Center Dynamics·Oct 9

Alphabet’s Google Cloud Strategy Is Entering A New Phase (NASDAQ:GOOG)

Seeking Alpha·Oct 8

Google Virgo Network on 134,000 TPUs: A Win for OCS

Simple Tech and Trend·Oct 7

Amin Vahdat Says Power, Not Chips, Is AI's Real Bottleneck

BigGo Finance·Oct 6

CoreWeave, Nebius Slide as Google and Blackstone Launch TPU-Focused AI Cloud Venture

Moomoo·Oct 5

Integrating TorchTPU into TorchTitan and Optimizing Models for TPU

Google for Developers Blog·52m ago

U.S. Sanctions Five Chinese Firms Over Stolen Google AI Secrets

Seoul Economic Daily·6h ago

Third Wheel: Microsoft’s AI Chips Are “Nowhere Close” to NVIDIA or Google per Analyst

TIKR.com·22h ago

The Coolest Gear on the OCP 2026 Expo Floor

Data Center Richness | Substack·1d ago

[News] MediaTek’s Google TPU v9 Shipments May Slip to 1Q28; ASIC Race Heats Up as Taiwan Firms Eye Opportunities

TrendForce·1d ago

Orbital data center feasibility: Google’s test

NeoTeo·2d ago

Evercore raises Alphabet estimates on potential TPU hardware sales (GOOG:NASDAQ)

Seeking Alpha·3d ago

How AI Chips Will Power Google Cloud Revenue In 2027 And Beyond

Investor's Business Daily·4d ago

How Visko streams real-time world models on Google Cloud TPUs

AI startup Visko brought Orbis, its interactive, continuously streaming video world model, to production with TPUs in just 30 days.

cloud·5d ago

Key facts: GOOG Q2 FCF -$5.86B; Gemini 4 API Price Hike; TPU $80–$100B

TradingView·6d ago

Alphabet target bumped to $450 at BNP Paribas on TPU outlook (GOOGL:NASDAQ)

Seeking Alpha·Oct 13

Alphabet target bumped to $450 at BNP Paribas on TPU outlook

BNP Paribas lifts Alphabet (GOOGL) target to $450 on TPU AI chip sales, projecting up to $100B by 2028; see revenue, margins & risks—read more.

Seeking Alpha·Oct 13

The End of GPU Dominance? Microsoft's 'Maia 300' and Google TPU Reveal the Next Battlefield for AI Semiconductors

Microsoft Announces New AI Semiconductor; Deployment in the US by 2027, Also Planned for JapanMicrosoft has announced its next-generation semiconductor for AI inference, the "Maia 300."The plan is to...

note·Oct 12

Key facts: GOOG launches Gemini agent; TPU sales, Constellation power

TradingView·Oct 10

Alphabet: A 'Strong Buy' Due To Its AI Compute Scale

Seeking Alpha·Oct 9

Alphabet Stocks Drop Although TPU Sales Escape Google's Cloud

GuruFocus·Oct 8

How Do Custom AI Chips Actually Compete With Nvidia GPUs?

Coinpaper·Oct 7

Challenging Nvidia's Dominance: Broadcom Pairs Custom TPU Chips with $60 Billion Debt Package

Benzinga·Oct 6

Google Sends Its First TPU Into Orbit to Test Space-Based AI Compute

AI Insider·Oct 5

Planet Labs Stock Gets Google Satellite Demo Boost

Simply Wall Street·Oct 5

Announcing New vLLM and SGLang Inference Engines on TPU

Google for Developers Blog·52m ago

Google Open-Sources TorchTPU, a Native PyTorch Backend for Cloud TPUs

Google open-sourced TorchTPU, a native PyTorch backend for Cloud TPUs that reaches 52% MFU training Qwen 3 8B.

MarkTechPost·7h ago

Marvell Jumps 6% as GF Securities Says Google Chip Delay Won't Dent Its Position; Broadcom Rises 3%

24/7 Wall St.·22h ago

Broadcom Vs. Marvell: Custom Silicon is Going to Get White Hot

24/7 Wall St.·1d ago

Google's chips should not be underestimated

36Kr·1d ago

Anthropic Offers Blackstone 10% on $9B of $60B TPU Debt

FourWeekMBA·3d ago

Evercore raises Alphabet estimates on potential TPU hardware sales

TradingView·3d ago

Nvidia reportedly bars neoclouds from GTC Berlin over AMD and TPU use

SemiAnalysis reports Nvidia denied some neoclouds GTC Berlin access over AMD GPU and Google TPU use, as providers weigh switching suppliers.

Crypto Briefing·4d ago

Will Google's new TPU orders go to Intel? Ming-Chi Kuo: Google wants to save even on MediaTek’s profits, and Taiwan Semiconductor has a significant yield advantage.

富途牛牛·6d ago

Alphabet Could Unlock $100 Billion From AI Chips by 2028, Analyst Says

Benzinga·6d ago

Google's TPU v9 Chip Delay Pushes Shipments to 2028, Impacting G

GuruFocus·Oct 13

Google's TPU v9 faces slight delay; Marvell remains well-positioned long-term in supply chain: GF

TPU v9 chip faces a slight delay due to a supply chain issue related to the embedded multi-die internconnect bridge, or EMIB, substrate yield, according to GF Securities. This could cause short-term...

Seeking Alpha on MSN·Oct 13

As companies pour billions into Earth-based AI infrastructure, Google taking the data center race off-planet

Fortune·Oct 10

Google’s Ironwood TPU Undercuts Nvidia B200 by 18% [2026]

shattered.io·Oct 8

Marvell Sees $12B Custom AI Chip Business as Google Deal Could Reach $120B

CryptoRank·Oct 7

Alphabet tests space AI hardware. 55 analysts rate Alphabet stock Buy

AD HOC NEWS·Oct 6

UBS adjusts Broadcom TPU model on v10 design changes

Investing.com·Oct 5

[Tech Frontier] #123

Data centers that handle AI processing continue to consume vast amounts of electricity, cooling water, and land.However, Google's answer was not to continue piling investments into ground-based ...

note·Oct 4