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Should AMD Investors Worry About Google TPUs and the DRAM Shortage?
Shares of Advanced Micro Devices (NASDAQ:AMD) have not had a good November, now down 18% in the past month, thanks in part to the AI valuation sell-off and a slew of developments that have impacted the semiconductor scene. With Google TPUs starting to weigh heavily on shares of the GPU makers, questions linger as to ... Should AMD Investors Worry About Google TPUs and the DRAM Shortage? Dec 1, 2025 - $AMD
Meta Might Use Google TPUs in 2027. Should Nvidia Investors Panic?
Meta Platforms (NASDAQ:META) caused some ripples in the tech scene when it was reported that Mark Zuckerberg’s tech titan is in discussions with Alphabet (NASDAQ:GOOG) to invest billions of dollars in Google TPUs (Tensor Processing Units) for its data centers by 2027. Undoubtedly, it should come as no surprise that some tech titans are looking to ... Meta Might Use Google TPUs in 2027. Should Nvidia Investors Panic? Dec 1, 2025 - $AMD
AMD plans frustrating GPU chip change
AMD plans to boost the price of Radeon GPUs by 10% in early 2026, according to sources privy to the matter, capping a monumental 2025, and it's not even Christmas. As analysts and investors heaped praise on the semiconductor giant post Q3 2025 earnings, AMD CEO Lisa Su said: “The demand for compute ... Nov 30, 2025 - $AMD
Nvidia (NVDA) Responds to Competition Fears as Meta Explores Google’s TPUs
NVIDIA Corporation (NASDAQ:NVDA) is one of the AI Stocks Making Headlines on Wall Street. On November 25, Bank of America maintained a positive outlook on the stock, along with AMD and Broadcom, despite intensifying competition in the artificial intelligence chip market. The reiterated buys follows reports that Meta (META) is considering using Google’s (GOOG) TPUs in […] Nov 29, 2025 - $AMD
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