Is Google a Threat to Nvidia's AI Dominance?

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Alphabet just announced a new Tensor Processing Unit (TPU), Ironwood, focused on AI inference.

In today's video, I discuss Nvidia (NASDAQ: NVDA), Alphabet (NASDAQ: GOOGL) (NASDAQ: GOOG), and recent updates impacting the semiconductor market. To learn more, check out the short video, consider subscribing, and click the special offer link below.*Stock prices used were the after-market prices of April 10, 2025.

The video was published on April 10, 2025.Continue reading.