Articles by tag: semiconductor-market

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.

AI market bubble exceeds dot-com peak — Goldman Sachs analysis

Goldman Sachs analysts warn of AI bubble: NVIDIA's market cap reaches $4.85 trillion, while corporate AI investments yield no returns. Learn about the risks of market overheating and what awaits investors.