Google TPUs Are 'Cost-Effective Hedge,' Not Replacement For Nvidia, Strategist Says
Despite reports of Meta Platforms Inc. (NASDAQ:META) possibly shifting billions in AI hardware spending to Alphabet Inc.‘s (NASDAQ:GOOG) (NASDAQ:GOOGL) Google’s TPUs, one market strategist argues the move is a defensive tactic against supply shortages, not a sign of Nvidia Corp.‘s (NASDAQ:NVDA) ending dominance.
Benzinga ·