AMD CEO Lisa Su said earlier this month that the chip maker expects the data center TAM to reach $1 trillion by 2030. Advanced Micro Devices' stock could follow up one of its best months in history ...

A report that a Big Tech giant is mulling using Google's AI chips pressured shares of several top chipmakers on Tuesday, Nov. 25, 2025, while an electronics retailer's stock got a boost from strong ...

A deal to use Google’s TPUs for Meta’s AI models could be worth billions and eat into Nvidia’s dominant market share.

Discover how Alphabet Inc.'s custom AI chips challenge Nvidia's market lead, reshape industry dynamics, and create ...

Nvidia stock dips as Google and Meta discuss a multi-billion dollar AI chip deal that could challenge Nvidia’s dominance in ...

Tech falters as Nvidia slides and Alphabet rises, while retail and cyclicals lead a broad market rotation into value.

Alphabet ( GOOG +1.44%) stock continued its strong run with the shares up as high as 3.2% in early morning trading. The move ...

Nvidia stock fell as much as 6% on Tuesday, following The Information’s reporting that Meta is in talks with Google to spend billions of dollars to put Google’s TPU chips into its data centers in 2027 ...

Nvidia Stock Drops on Rumored Google–Meta Chip Deal. Should Investors Be Worried? Meta Platform is reportedly signing up to ...

The AI sphere is abuzz lately with news and rumors that the latest Google TPU, Ironwood, is powering the Gemini3 model, outpacing OpenAI on many metrics including intelligence and performance. Now, ...

Live Updates Get The Best Google Live Earnings Coverage Like This Every Quarter Get earnings reminders, our top analysis on ...

Nvidia stock falls. Google trained its Gemini 3 large-language model on tensor processing units, which is a worry for investors.