Feng Huang Wang·2025-09-04 07:25Group 1 - The core point of the article highlights the contrasting stock performance of major tech companies, with Google experiencing significant gains while others like Nvidia, Microsoft, Meta, and Amazon face volatility [1] - Google's stock surged over 9% on September 3, reaching a new all-time high, driven by a favorable ruling that allows it to retain its Chrome and Android businesses, as well as growing recognition of its AI chip business [3] - Analyst Gil Luria from D.A. Davidson noted that Google’s parent company, Alphabet, has significantly narrowed the gap with Nvidia over the past year, positioning itself as the "best alternative" to Nvidia [3] Group 2 - The demand for Google's TPU (Tensor Processing Unit) is increasing, with the sixth generation launched in December showing strong demand, and the upcoming seventh generation expected to see significant growth [4] - Google is accelerating the deployment of its TPU by engaging with smaller cloud service providers that primarily lease Nvidia chips, aiming to expand its TPU customer base [5] - Analysts suggest that Google's shift to deploy TPU in other cloud service centers may be due to the inability to keep up with the growing demand for chips or to directly compete with Nvidia by finding new customers [6]