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Evercore Raises Alphabet Estimates on Potential TPU Hardware Sales (GOOG:NASDAQ)

Summary by Seeking Alpha
Evercore reiterates Outperform on Alphabet (GOOG) with a $450 target, citing TPU AI chip sales and Google Cloud growth—see key risks and upside.

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

Evercore reiterates Outperform on Alphabet (GOOG) with a $450 target, citing TPU AI chip sales and Google Cloud growth—see key risks and upside.

·Ra'anana, Israel
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Investor's Business DailyInvestor's Business Daily
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How AI Chips Will Power Google Cloud Revenue In 2027

Alphabet's sales of AI chips could generate 35% of cloud revenue in 2027 in a boost for Google stock, says Evercore ISI.

·Los Angeles, United States
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TokenPostTokenPost

Evercore Sees External Google TPU Sales Potentially Generating $113B in 2028

The firm estimates outside-customer sales of Google’s AI chips could bring in $75 billion in 2027.

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BizTocBizToc

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

Alphabet's sales of AI chips could generate 35% of cloud revenue in 2027 in a boost for Google stock, says Evercore ISI. The post How AI Chips Will Power…

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BizToc broke the news on Friday, October 16, 2026.
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