The market recovered early losses following the latest asymmetrical news of doom, this time out of GOOGL replacing NVDA’s GPUs for their TPUs at META. None of this is likely to have any effect on NVDA sales, but it didn’t stop markets from nailing NVDA for more than 7% this morning, taking with it the...Read More

This hit a few hours ago. BREAKING: Meta is considering Google TPUs for their data centers in a deal that could be worth billions, as per The Information. Looks like Google has stepped into the picture when it comes to selling TPUs vs GPUs now…$NVDA down after hours, $GOOGL hitting all time highs. pic.twitter.com/kSTlQnlwTq— amit...Read More