Google Doubles Down on Intel Deal

Alphabet has reportedly ordered 3 million Tensor Processing Units (TPUs) from Intel for delivery through 2028 to diversify its AI chip supply chain. This move shifts Google away from its exclusive reliance on Taiwan Semiconductor Manufacturing (TSMC) as the massive demand for artificial intelligence hardware threatens to outpace current manufacturing capacity. Why is Alphabet shifting … Read more

3 Custom Silicon Stocks Poised to Outperform Nvidia by 2030

The Shift Toward Custom Silicon: Is the AI Hardware Gold Rush Evolving? For years, Nvidia has been the undisputed face of the artificial intelligence revolution. With its share price climbing significantly over the past three years, the company’s graphics processing units (GPUs) became the gold standard for data centers worldwide. However, as the AI sector … Read more