Disclaimer:

Disclaimer: The blog posts and comments on this blog and posts on social networks are not investment recommendation, are provided solely for informational purposes, and do not constitute an offer or solicitation to buy or sell any securities. The opinions expressed on the blog are Petar Posledovich's. Petar Posledovich does not guarantee the accuracy of the information presented on this blog and social networks. The information presented is "as is". The blog is stocks analysis and valuation, Bitcoin, Cryptocurrencies, Artificial Intelligence, AI, deep-learning focused. Independent, unbiased AI insights. Petar Vladimirov Posledovich is not liable for any investment losses incurred by reading and interpreting blog posts on this blog and posts on social networks. Conflicts of interest: I may possess some of the securities, currencies or their derivatives mentioned in the blog post and posts on social networks! The blog is property of Wolfteam Ltd. www.wolfteamedge.com Respectfully yours, Petar Posledovich

Tuesday, November 25, 2025

The Chip Competition

 


There is news that Meta, Facebook's is in discussion to use some of the AI chips Alphabet, Google's owner is developing.

AMD and NVIDIA's stocks fell on the news. 

NVIDIA holds circa 95 % market share, 2 % NVIDIA and 3 % for the rest of Graphical Processing Units and Computer Processing Units for AI data centers.

There have long been reports that Alphabet is developing its own, custom AI chips. 

So the news that Meta made a multi billion USD AI chips order from Alphabet heats up the AI chips competition and could accrue trillions of USDs of future value on Alphabet if the company has created successful and well working AI chips, according to Wolfteam Ltd.'s projections and estimates.

 

Posted by at

No comments:

Post a Comment

Subscribe to: Post Comments (Atom)