Group 1 - Nvidia's stock price dropped significantly, losing $115 billion in market value due to concerns over Google's dominance in the AI sector [1] - Nvidia's shares fell over 7% at one point, ultimately closing down 2.6%, impacting related companies such as Super Micro Computer and Oracle [2] - Since reaching a peak market value of $5 trillion less than a month ago, Nvidia has seen a decline of over $700 billion in market value [2] Group 2 - Google's parent company, Alphabet, saw its stock rise by 1.6%, approaching a $4 trillion market value milestone [5] - The market's reaction is attributed to the excitement surrounding Google's AI-specific chip, the Tensor Processing Unit (TPU), and the release of its new language model, Gemini 3, which is perceived to surpass OpenAI's ChatGPT [6] - Analysts suggest that the release of Gemini 3 may significantly alter the AI landscape, with some comparing its impact to that of the DeepSeek model released earlier this year [6]
谷歌芯片威胁引发担忧,英伟达市值蒸发8000亿、带跌一票公司