Google TPU shipments vs Nvidia GPUs
$GOOGL$NVDA
AI SUMMARY — Post compares Google's TPU (Tensor Processing Unit) shipments against Nvidia's GPU dominance in the AI accelerator market. Key risks include Nvidia's entrenched market position, supply chain challenges for TPUs, and uncertainty around Google's ability to capture significant market share from Nvidia's established ecosystem.
| TICKER | GOOGL |
USER | u/seaoftabs |
| RATING |
NEUTRAL |
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$338.50
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14 sh
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$5000.59 |
| CURRENT |
$332.60 |
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-1.74%
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$4913.43 |
P&L $ |
-87.16
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| TICKER | NVDA |
USER | u/seaoftabs |
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NEUTRAL |
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$230.34
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21 sh
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$4999.67 |
| CURRENT |
$218.36 |
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-5.20%
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$4739.54 |
P&L $ |
-260.13
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