Forget Nvidia: Alphabet Is the New Hot Chip Stock to Own, Apparently

Forget Nvidia: Alphabet Is the New Hot Chip Stock to Own, Apparently

Alphabet (NASDAQ:GOOG) could be among the most-watched mega-cap tech stocks in the market right now. Between the company’s core search and cloud businesses, to its booming AI bets and its Waymo autonomous driving division, there’s no shortage of innovation or growth catalysts for investors to rely on right now as rationale to own this name.  Quick Read Berkshire Hathaway invested over $4B in Alphabet recently. Alphabet’s TPUs offer a tailored…

Did Alphabet Just Say "Checkmate" to Nvidia?

Key PointsNvidia's success throughout the artificial intelligence (AI) revolution rests almost entirely on its chip dominance. Alphabet's custom tensor processing units (TPUs) are gaining momentum from AI hyperscalers.Some investors worry that Nvidia could be dethroned by Alphabet in the chip industry. 10 stocks we like better than Alphabet › For the last three years, Nvidia (NASDAQ: NVDA) has been the most dominant company in the artificial int…

How Google’s TPUs are reshaping the economics of large-scale AI

For more than a decade, Nvidia’s GPUs have underpinned nearly every major advance in modern AI. That position is now being challenged. Frontier models such as Google’s Gemini 3 and Anthropic’s Claude 4.5 Opus were trained not on Nvidia hardware, but on Google’s latest Tensor Processing Units, the Ironwood-based TPUv7. This signals that a viable alternative to the GPU-centric AI stack has already arrived — one with real implications for the econo…

The only two Magnificent 7 Stocks crushing the S&P 500

Alphabet (NASDAQ: GOOG) and Nvidia (NASDAQ: NVDA) have been on a tear this year, being the only two Magnificent 7 stocks to outperform the S&P 500 as of December 11. Google’s parent company has been the most successful, its stock exploding 68.69% in the past 12 months and significantly outpacing even Jensen Huang’s money printer, as Nvidia shares have recorded a growth of ‘only’ 36.89% over the same period. Conversely, the S&P 500 is up 13.81%, …

How Google’s TPUs are reshaping the economics of large-scale AI – RamaOnHealthcare

For more than a decade, Nvidia’s GPUs have underpinned nearly every major advance in modern AI. That position is now being challenged. Frontier models such as Google’s Gemini 3 and Anthropic’s Claude 4.5 Opus were trained not on Nvidia hardware, but on Google’s latest Tensor Processing Units, the Ironwood-based TPUv7. This signals that a viable [...]