Ge Long Hui A P P·2026-01-08 00:37Core Insights - Google (GOOG.US) has seen its market capitalization surpass Apple for the first time since 2019, closing at $3.89 trillion compared to Apple's $3.84 trillion, highlighting a shift in market dynamics between the two tech giants [1] - The divergence in artificial intelligence strategies between Google and Apple is underscored by Google's recent technological advancements, including the release of its seventh-generation tensor processing unit (TPU) and the Gemini 3 AI model, both of which have received positive industry feedback [1] - Morgan Stanley has raised its shipment forecasts for Google's TPU chips, predicting shipments of 3.7 million units in 2026 and 5 million units in 2027, driven by expanding packaging capacity at TSMC and strong market demand [1]