Alphabet: TPU Vs. GPU And The Race To $4 Trillion (NASDAQ:GOOGL)

There's no doubt that Nvidia ( NVDA ) is and remains the world's leading manufacturer of chips for video cards (GPUs). The company holds around 90% of the market. For every single chip sold, the margins are enormous; furthermore, integration with CUDAI’m a Portfolio manager (flexible equity funds and private clients), fundamental equity research, macro and geopolitical strategy.Over 10 years across global markets, managing multi-asset strategies and equity portfolios at a European asset manager.I combine to ...