Investing.com -- Google could save billions of dollars annually on its custom AI chips, known as Tensor Processing Units (TPUs), thanks to rising competition among application-specific integrated circuit (ASIC) service providers, according to analysts at Bernstein.In a new report this week, Bernstein estimates that TPUs currently offer about “~4x performance per dollar vs. current-gen GPU,â ...
Investing.com -- NVIDIA Corporation (NASDAQ:NVDA) CEO Jensen Huang pushed back on concerns that the company’s advanced artificial intelligence (AI) chips are being diverted to China, saying there is no evidence of such activity.Speaking to Bloomberg News during a visit to Taipei, Huang emphasized the scale and complexity of Nvidia’s hardware, making it impractical to reroute discreetly.“Ther ...
Investing.com -- Apple’s Services division, long considered a pillar of stability, has recently been facing heightened scrutiny from investors amid legal, competitive, and regulatory challenges that could undermine its growth profile and premium valuation.According to Morgan Stanley, the April 30 injunction tied to the App Store and comments made by Apple (NASDAQ:AAPL) Services head Eddy Cue dur ...
Investing.com -- UBS analyst Francois-Xavier Bouvignies shared three key takeaways from the PCIM 2025 power electronics conference held in Nuremberg.The analyst highlighted intensifying Chinese competition, improving inventory conditions, and the accelerating adoption of next-gen technologies like gallium nitride (GaN).Competition from China is intensifying: UBS noted that concerns raised las ...