*Walter Bloomberg
*Walter Bloomberg|11月 09, 2026 12:41
GOOGL NVDA - GOOGLE ESCALATES AI CHIP WAR WITH NVIDIA Alphabet is launching two specialized AI chips, TPU 8tx and 8i Max, targeting secure computing and advanced AI workloads as it challenges Nvidia Google's TPUs reportedly cost around 30% less than Nvidia GPUs, offering competitive performance and greater power efficiency for certain tasks. Bloomberg Intelligence estimates Google's TPU-related sales could surge from $12 billion in 2026 to over $135 billion by 2028. Major customers include Apple, Meta, Oracle and Anthropic, while OpenAI is reportedly planning purchases.(彭博社)
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