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The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", BreckHutHigh asked the members: "What about the long road trips with kids?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Stocks A to Z / Stocks G / Alphabet (GOOG)
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Author: tecmo   😊 😞
Number: of 442 
Subject: Nvidia strikes back
Date: 11/25/25 2:07 PM
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No. of Recommendations: 6
cnbc.com - Nvidia says its GPUS are a generation ahead of googles AI chips

“We’re delighted by Google’s success — they’ve made great advances in AI and we continue to supply to Google,” Nvidia said in a post on X. “NVIDIA is a generation ahead of the industry — it’s the only platform that runs every AI model and does it everywhere computing is done.”

The post came after Nvidia saw its shares fall 3% on Tuesday after a report that Meta, one of its key customers, could strike a deal with Google to use its tensor processing units for its data centers.

In its post, Nvidia said its chips are more flexible and powerful compared to so-called ASIC chips — such as Google’s TPUs — which are designed for a single company or function. Nvidia’s latest generation of chips are known as Blackwell.


They must be seeing some business impact to issue such a statement...

tecmo
...

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This community has written 442 posts about Alphabet. The article-length ones it recommended most:
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