Alphabet's AI chips are a potential $900 billion ‘secret sauce' [Fortune]
NVIDIA Corporation (NVDA)
Last nvidia corporation earnings: 2/13 04:20 pm
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Source: Fortune
Recommended Video The success of Alphabet's tensor processing unit, or TPU, chips is a primary reason for the stock's 30% fourth-quarter rally, putting it among the best performers in the S&P 500 Index. The TPUs were always seen as a major strength internally, accelerating growth for the company's cloud-computing business. But there's rising optimism that Alphabet could start selling the chips to third parties, creating a new revenue stream in a business that could ultimately be worth almost a trillion dollars. Shares were down 1% on Thursday. “If companies want to diversify away from Nvidia , TPUs are a good way to do it, and that means there's a lot of reason to be optimistic,” said Gil Luria, head of technology research at DA Davidson. “The chip business could ultimately be worth more than Google Cloud. But even if it never sells a chip externally, the better chip means a better, more efficient cloud.” Should Alphabet get serious about selling its TPUs, Luria estimates the
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NVDA
News
- 'China's Nvidia' Moore Threads surges over 400% on trading debut after $1.1 billion listing [MSNBC.com]MSNBC.com
- NVIDIA Corporation (NVDA) Price Target Raised as Analysts Reaffirm Buy Amid AI Market Growth [Yahoo! Finance]Yahoo! Finance
- 'China's Nvidia' Moore Threads surges over 400% on trading debut after $1.1 billion listing [CNBC]CNBC
- China Chipmaker Moore Threads Soars 469% After $1.1 Billion IPO [Yahoo! Finance Canada]Yahoo! Finance Canada
- CNBC Daily Open: Money, money, money, in Nvidia's world [MSNBC.com]MSNBC.com
NVDA
Earnings
- 11/19/25 - Beat
NVDA
Sec Filings
- 12/4/25 - Form 4
- 12/2/25 - Form 144
- 11/26/25 - Form 4
- NVDA's page on the SEC website