Nvidia stock price has moved sideways in the past few weeks as concerns about competition and growth continue. Still, technicals and its valuation metrics point to a resurgence in the coming weeks, potentially to a record high.
Alphabet is being smart about how it utilizes AI, and its tensor processing units could be a significant revenue generator. Nvidia remains the leader in AI hardware and has forged partnerships with numerous other tech companies.
Recent rotation from Nvidia Corporation into Alphabet/Google on TPU enthusiasm created a buyable dip, despite Nvidia still owning the default, general‑purpose AI compute platform across clouds. Nvidia's moat rests on its vertically integrated AI racks—Grace CPUs, Hopper/Blackwell GPUs, Mellanox networking, and CUDA software—rather than raw chip speed, locking in developers and enterprises. TPUs...
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