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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.

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forbes.comStai leggendo8 mesi fa

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.

originale

cnbc.com8 mesi fa

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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martedì 2 dicembre 2025·cnbc.com
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.
mercoledì 3 dicembre 2025·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.