Flash | 25 Nov 2025 09:39:29 ET │ 10 pages NVIDIA Corp (NVDA.O) Updated Thoughts on TPU Competition CITI'S TAKE Bloomberg reported today that Meta is in talks to use Google's TPU chips in 2027 following prior news that Meta might use Google's GCP cloud services next year (see our note from early September). We believe Custom AI accelerators, including the Google TPU and Amazon Trainium, continue to scale as these platforms increasingly support both internal AI workloads and external customers. Custom XPU ex ...

Unicorns and Cockroaches: Blessed Fraud 独⻆兽与蟑螂：神圣骗局 Part 2 of The Heretic's Guide to AI's Stars 《异端 AI 指南》第⼆部分 NOV 26, 2025 2025 年 11 ⽉ 26 ⽇ ∙ PAID ∙付费内容 MICHAEL BURRY 迈克尔·伯⾥ 分享 Perusing the 10-Ks of the companies that are making and spending the most money is always fun. 翻阅那些烧钱最多的公司的 10-K 年报总是件趣事。 In the last stages of a proper mania, where everyone fawns lovingly over new spending, perusing 10-Ks can seem a pointless old-world endeavor, one or more steps below brushing youngsters off my lawn. Yet, it is w ...

Investors should take SoftBank's moves with a grain of salt.Japan-based SoftBank (SFTB.Y +0.00%) is one of the world's largest investment holding companies. It has hundreds of notable companies in its portfolio, including TikTok's parent company ByteDance, plus DoorDash, Fanatics, Chime, IonQ, and until recently, Nvidia (NVDA 2.56%).SoftBank has dabbled in Nvidia during two different phases. It first invested in the company in 2017, buying around $4 billion worth of shares before selling its stake in 2019, ...

Google is reportedly considering selling its TPUs directly.Up until now, Alphabet's (GOOG 0.22%)(GOOGL 0.36%) Google has kept its artificial intelligence hardware efforts to itself. The company has been working on its tensor processing units (TPUs) for nearly a decade, unveiling the first iteration back in 2017. This was well ahead of ChatGPT and the subsequent AI boom that catapulted Nvidia (NASDAQ: NVDA) to the forefront of the AI chip market.Originally, Google's TPUs were designed to accelerate computati ...

Nvidia Corporation (NASDAQ: NVDA ) released its third quarter FY 2025 earnings on Nov. 19, 2025, and the results exceeded expectations . Revenue came in at $57 billion, outpacing estimates by 3.48%, while diluted EPS cameRick is a Wall Street Journal best-selling author with over 20 years of experience trading stocks and options. The most authoritative publications, including Good Morning America, Washington Post, Yahoo Finance, MSN, Business Insider, NBC, FOX, CBS, and ABC News, cover his work. His passion ...

Core Insights - Nvidia Corporation reported third quarter FY 2025 earnings on November 19, 2025, with results surpassing expectations [1] - Revenue reached $57 billion, exceeding estimates by 3.48% [1] - Diluted EPS figures were also reported, indicating strong financial performance [1]

Group 1 - Nvidia's Rubin is gradually increasing orders, and the demand for ASICs is accelerating, indicating that Q布 demand is expected to exceed expectations [1] - The company is simultaneously advancing customer sampling and capacity expansion, which is likely to enhance its full industry chain layout in the future [1] - The EU GSR regulation is contributing significantly to incremental demand for the company [1]

Market Analysis by covering: Oracle Corporation, Alphabet Inc Class A, Amazon.com Inc, NVIDIA Corporation. Read 's Market Analysis on Investing.com ...

不经意间，GPU之王英伟达可能迎来了自己最强的竞争对手：TPU新贵——谷歌。 26日，摩根士丹利发布题为《谷歌对外销售TPU对半导体行业意味着什么？》的研究报告，重点讨论了 当下令整个华尔街都在热议的话题。 此前，谷歌已开发名为"TPU指挥中心"的软件，旨在降低客户使用TPU的门槛。客户可通过PyTorch框 架与控制TPU服务器集群的指挥中心软件交互。此外，Anthropic与谷歌云近期达成协议，Anthropic将获 得约100万块TPU的使用权。 大摩认为，在英伟达每年售出约800万块芯片的市场环境下，TPU有望实现每年50万至100万块的销量。 每售出50万块TPU，将为谷歌2027年的云业务收入增加约10%，提升每股收益3%，并推动估值倍数上 升。 大摩认为这一事件直接利好博通，但是对英伟达的实际影响有限，尽管会引发圈内的大量讨论。 谷歌对外销售TPU的业绩增量 大摩认为，谷歌在TPU领域拥有约12年的创新积累，如今向外部市场推广销售标志着其业务进一步拓 展。 谷歌外部TPU战略的三大关键未知因素 商业模式 谷歌表示愿意根据客户需求，提供灵活的TPU获取方式，包括谷歌云租赁、授权许可、芯片销售、设备 ...

Let's bring in Tom White Coast of Fast Market and senior options contributor to help set up the action today. All right, this week of November feels like a normal November week compared to the rest of November, the last week and a holiday shortened week. Uh how would you characterize the market action as you've been watching it this week.>> Uh it's almost uh Diane, it's almost like a relief rally at this point. um you know were those expectations since last Friday uh when New York Fed uh President um Willia ...