Should AMD Investors Worry About Google TPUs and the DRAM Shortage?
Advanced Micro Devices shares fell ~18% in November but still present a buying opportunity despite high P/E amid GPU competition from Google TPUs and DRAM shortages.
Google's AI progress drives MediaTek to best week since 2002
MediaTek's partnership with Google on TPUs and AI-related deals propelled a 22% weekly stock surge, shifting growth toward AI chips beyond smartphones.
Google TPUs find sweet spot of AI demand, a decade after chip's debut
Anthropic secured access to up to 1 million Google TPUs and over a gigawatt of compute, boosting Google Cloud adoption as an alternative to Nvidia accelerators.
