Google Is Developing a Chip for Its Own AI Models. What This Means for GOOGL Stock.

Alphabet (GOOG) (GOOGL)-owned Google is seemingly working on developing a chip for its own Gemini AI models, according to The Information. Codenamed “Frozen v2,” insiders believe that the chip could be about six to ten times more efficient than Google's tensor processing units, or TPUs, which it develops in collaboration with Broadcom (AVGO).

Expected to go live by 2028, the purpose of the chip would certainly be for Gemini to climb up the ranks in the battle of models, where none of its models are near the top 10 on the leaderboard.