Google Tensor Processing Unit
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Google, Nvidia consider Intel as backup chip manufacturer, The Information reports
Google, Nvidia consider Intel as backup chip manufacturer, The Information reports June 8 : Alphabet's Google placed an order with Intel to manufacture more than three million tensor processing units in 2028, The Information reported on Monday, citing four people with direct knowledge of the discussions. Nvidia is evaluating Intel's advanced packaging and 18A process for future chips, the report said.
Google in talks with Samsung to make part of next-gen chip, The Information reports
Google in talks with Samsung to make part of next-gen chip, The Information reports June 11 : Alphabet's Google is in talks with Samsung Electronics to manufacture part of its next-generation artificial intelligence processor, The Information reported on Thursday, citing two people familiar with the matter. Google plans for TSMC to make the main computing part of the tensor processing unit, codenamed "Icefish", while Samsung may produce a component that helps connect it to memory using its...
Alphabet taps Intel to make three million in-house chips, The Information reports
Alphabet taps Intel to make three million in-house chips, The Information reports June 8 : Alphabet's Google has placed an order with Intel to manufacture more than three million tensor processing units in 2028, The Information reported on Monday, citing people with direct knowledge of the discussions. Nvidia has not placed an order with Intel yet, but has been evaluating whether the company's technology can be used to make a processor that combines four graphics chips into a single unit,...
Google in talks with Samsung to make next-generation chips, The Information reports
Google in talks with Samsung to make next-generation chips, The Information reports June 11 : Alphabet's Google is in talks with Samsung Electronics to manufacture part of its next-generation tensor processing unit, codenamed "Icefish," The Information reported on Thursday, citing two people familiar with the matter. Reuters could not independently verify the report.
Why Thermodynamics Rules Future Orbital Data Centers
Why Orbital Data Centers Are Harder Than Silicon Valley Thinks Shedding heat will require ingenious new designs “Space computing, the final frontier, has arrived,” Nvidia CEO Jensen Huang declared at the Nvidia GTC conference in March. Indeed, the idea of data centers in orbit has gone from science fiction to a serious spending category. Elon Musk’s SpaceX has acquired xAI (also Musk’s) and is planning a constellation of space-based data centers.
Broadcom stock slip on revenue miss
Broadcom reported weaker-than-expected revenue in its fiscal second-quarter earnings report. The stock slid in extended trading. Here's how the chipmaker did versus LSEG consensus estimates: - Earnings per share: $2.44, adjusted, versus $2.40 estimated - Revenue: $22.19 billion versus $22.27 billion estimated Revenue climbed 48% from $15 billion in the same quarter a year earlier, Broadcom said in a statement.
Why we're raising our price target on Broadcom despite its post-earnings sell-off
Broadcom posted strong quarterly results after the bell on Wednesday, but didn't provide enough upside to its guidance to move the stock higher. Revenue in the fiscal second quarter of 2026, which ended May 3rd, was $22.19 billion, a slight miss versus the $22.27 billion consensus forecast, according to estimates compiled by LSEG. On an annual basis, revenue rose 48%.
We're right-sizing our position in an AI stock after its impressive run this year
Shortly after the opening bell, we will sell 40 shares of Broadcom at roughly $486. Following the trade, Jim Cramer's Charitable Trust will own 325 shares, decreasing its weighting to 3.75% from about 4.2%. Broadcom shares are up about 6% in pre-market trading on Tuesday, extending a run of new record highs, in reaction to Alphabet announcing an $80 billion equity raise on Monday to "fund investments in its world-class AI compute infrastructure to meet its unprecedented customer demand."
Alphabet is seeking fresh capital as stock's 4-week losing streak tests investor appetite
A month ago, Alphabet briefly surpassed Nvidia by market cap. The stock has since been on a downward slide, and is on pace to wrap its fourth straight weekly drop, the longest losing streak in more than a year. That's the market mood Alphabet faces as it pursues $85 billion in fresh capital to help fund its artificial intelligence build-out.