Search results for Tensor Processing Unit
AI & Enterprise
Google Cloud emerges as Alphabet growth engine as quarterly revenue jumps 63 percent
Alphabet’s first-quarter revenue rose 22 percent, helped by growth in its cloud business, the Wall Street Journal reported. Revenue totaled about $110 billion, beating market expectations, and net profit climbed 81 percent to $62.6 billion. Google Cloud revenue rose 63 percent to $20 billion, and its backlog increased to $460 billion. Alphabet plans capital spending of $175 billion to $185 billion this year, nearly double its 2025 plan.
Industry
Nvidia rivals emerge as AI chip dominance war heats up
Nvidia remains the dominant player in the artificial intelligence chip market, but a growing number of challengers are emerging from Big Tech, startups and established semiconductor companies. Business Insider reported that Google, Amazon, Microsoft and Meta are expanding in-house chip efforts and related partnerships. Startups such as Groq, Cerebras, SambaNova and Tenstorrent are gaining visibility through investment and cooperation. China, led by Huawei, is also pushing self-reliance, while AMD, Intel and Broadcom are stepping up competition.
AI & Enterprise
Hunt for the next Nvidia: Three AI prospects to hold in March
Nvidia dominates the AI chip market, but the market is starting to weigh alternatives as institutional flows turn cautious, tariff risks on Taiwan-made semiconductors rise and valuation pressure builds. BeInCrypto identified TSMC, Alphabet and Broadcom as AI-related stocks seen as relatively stronger on technical and fundamental measures ahead of March 2026. Nvidia’s share price has shown a limited response despite strong results, while indicators point to weak inflows.
