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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 175.25+0.6%Dec 19 9:30 AM EST
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From: Bill Wolf12/4/2025 6:26:01 AM
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Alphabet’s chips
Shareholders in Alphabet are growing increasingly confident that the company’s semiconductors could represent a significant driver of future revenue for Google’s parent.

The success of Alphabet’s tensor processing unit, or TPU, chips is a primary reason for the stock’s 31% fourth-quarter rally, which has added more than $900 billion to the company’s market value.



The TPUs were always seen as a major strength internally, accelerating growth for the company’s cloud-computing business. But there’s rising optimism that Alphabet could start selling the chips to third parties, creating a new revenue stream that may ultimately be worth almost a trillion dollars.

TPUs are a type of chip that’s designed for a specific use, in this case to accelerate machine learning workloads. That makes them less flexible than the semiconductors made by Nvidia, but it also makes them cheaper, which is a real benefit at a time when investors are questioning AI-related spending.

“If companies want to diversify away from Nvidia, TPUs are a good way to do it, and that means there’s a lot of reason to be optimistic,” said Gil Luria, head of technology research at DA Davidson. — Ryan Vlastelica



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