25 November 2025 U.S. Semiconductors NVIDIA, Broadcom - What could you do with a TPU? Stacy A. Rasgon, Ph.D. +1 213 559 5917 stacy.rasgon@bernsteinsg.com Alrick Shaw +1 917 344 8454 alrick.shaw@bernsteinsg.com Arpad von Nemes +1 917 344 8461 arpad.vonnemes@bernsteinsg.com Last night The Information reported that Google was "talking to Meta and other cloud customers about letting them run Google's TPU chips in their datacenters." The news follows recent positive sentiment around Google'srecently-released Gem ...