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The stock market believes Google is now winning the AI race over OpenAI, Nvidia
"Now, Gemini/TPU stocks trade at a premium relative to ChatGPT/GPU peers for the first time in nearly a decade," Wells Fargo's Ohsung Kwon said.
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cnbc.com
Guggenheim sees more gains ahead for Alphabet due to growing Cloud demand, top AI platform
Guggenheim believes that Alphabet has room to run higher.
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The stock market believes Google is now winning the AI race over OpenAI, Nvidia
"Now, Gemini/TPU stocks trade at a premium relative to ChatGPT/GPU peers for the first time in nearly a decade," Wells Fargo's Ohsung Kwon said.
- ·
forbes.com
Google Stock Up 66%. $GOOGL May Pop If Its AI Chip Wins 25% Share
OpenAI said it might buy AI chips from Google. Nvidia won the deal by cutting its GPU price 30%. By 2030, Google's AI chip market share could hit 25% — hurting $NVDA.