Alphabet Inc. is disrupting the AI chip market with its custom TPUs, challenging Nvidia's dominance and reshaping industry dynamics. GOOGL's TPUs offer superior performance-per-dollar, attracting ...
Google stock has surged 51% YTD, driven by strong earnings. However, concerns about AI-related capital expenditures (CAPEX) have been weighing in recent weeks. GOOG's massive AI CAPEX is pressuring ...