大模型、AI芯片齐开花 谷歌市值涨10万亿威胁英伟达霸主地位
Feng Huang Wang·2025-11-25 12:50

Group 1 - Alphabet's stock price has increased by 35% since mid-October last year, adding nearly $1 trillion to its market capitalization [1] - The company's market capitalization has grown by over $1.5 trillion this year, approximately 10.65 trillion yuan [1] - Alphabet's market value is now about $590 billion less than Nvidia's $4.4 trillion [1] Group 2 - Meta is negotiating with Google to use its Tensor Processing Units (TPUs) in its data centers by 2027 and may rent chips from Google Cloud next year [2] - The agreement between Google and Meta positions TPUs as a viable alternative to Nvidia's chips, which are currently the gold standard for tech giants needing powerful computing for AI models [2] - Alphabet's stock is expected to rise for the third consecutive trading day, with pre-market trading showing an increase of 3.5%, while Nvidia's stock fell by 3.5% [2]