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Technology Stocks : AMD, ARMH, INTC, NVDA

AMD 214.80

+0.6%

3:39 PM EST

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From: neolib	12/2/2025 9:03:25 AM
	of 73088

Google reshaping the HBM market, not AMD unfortunately? digitimes.com IIRC, Broadcom/Google TPUs were the #2 behind Nvidia anyway, but now that they are selling to 3rd parties, I wonder if we will get more visibility into their quarterly run rate. I would think Google would have to report such sales as a new line item on their qtrly reports, but perhaps they will succeed in hiding in Google Cloud by some means?

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