In a bold pivot that’s reshaping the AI hardware landscape, Alphabet (GOOG,GOOGL) is making waves by positioning its custom Tensor Processing Units (TPUs) as a formidable challenger to Nvidia’s (NVDA) dominance. Shares are up over 13% in the past week – and were rising again in premarket trading Wednesday morning – after it announced a landmark deal to supply TPUs to Meta Platforms (META), which was followed by a glowing analyst upgrade from a top Wall Street firm.
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