IO Fund analyst Beth Kindig says Google's TPU chips could challenge Nvidia, with third-party TPU sales potentially becoming a major revenue stream after Google recognized its first such revenue in the second quarter. She argues Google's edge lies in lowering the cost of AI infrastructure: TPU 8i can deliver up to an 80% improvement in performance per dollar for low-latency inference, and TPU 8t up to 2.7 times better for training. Citing Broadcom's update, Kindig says Anthropic is expected to deploy 1 gigawatt of Ironwood TPUs in 2026, then 5GW of TPU 8i in 2027 and another 10GW in 2028. In Friday's regular session, Alphabet's Class A shares closed 1% lower and Nvidia fell about 0.6%; year to date, GOOGL is up 2% and NVDA is up 13%.
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GOOGLNVDAsemiconductorsartificial intelligence
Open a keyword to see other news on the same topic.
Related tickers and likely impact
NVDA
▼ Likely negativeNvidia
Relevance: medium
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.1T |
| Close on 10/23/2026 | 211.00 |
| Change that session | -0.57% |
GOOGL
▲ Likely positiveAlphabet Inc. (Class A)
Relevance: medium
| Market | US stocks |
|---|---|
| Sector | Communication Services |
| Industry | Interactive Media & Services |
| Market cap | $4.0T |
| Close on 10/23/2026 | 320.25 |
| Change that session | -1.22% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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