Articles by tag: google-tpu

Intel shares surged 11%: analysis of the Google contract and risks

Intel shares rose 11% on rumors of a Google contract for 3 million TPUs. But what is behind the rise? Foundry losses, 18A issues, and 2028 risks. Read the analysis.

Google ordered 3 million TPU chips from Intel — analysis and consequences

Analysis of the Google and Intel deal for 3 million TPUs: diversification against TSMC, impact on the AI chip market and geopolitical risks. Read the details.

Google and Blackstone: $5 Billion AI Project on TPU

Google and Blackstone launch a joint AI venture with $5 billion in investments to compete with Nvidia. Learn how this will change the AI infrastructure market by 2027.