Core Viewpoint - Investors are increasingly confident that Alphabet Inc.'s chip business will become a significant growth engine for future revenue [1][2] Group 1: Chip Business Success - The success of Alphabet's Tensor Processing Unit (TPU) chips is a major reason for the company's stock price soaring by 31% in the fourth quarter, ranking tenth among S&P 500 constituents [1][2] - TPUs have traditionally been viewed as a core advantage for the company, accelerating growth in its cloud computing business [1][2] Group 2: Market Outlook - The market is becoming more optimistic about Alphabet's potential to sell these chips to third parties, which could open a new revenue stream [1][2] - This new revenue channel has the potential to be valued at nearly one trillion dollars [1][2]
Alphabet的AI芯片被誉为“独门秘籍” 或可为其创收近万亿美元
Xin Lang Cai Jing·2025-12-04 15:52