Analysis of Alphabet's TPU Competing with Nvidia's GPU
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 21 2026
0mins
Should l Buy NVDA?
Source: NASDAQ.COM
- Market Competition: Alphabet's TPUs are emerging as a viable alternative to Nvidia's GPUs in specific scenarios, although Nvidia remains the dominant player in overall computing units, indicating Alphabet's gradual rise in the AI computing sector, which could impact Nvidia's market share.
- Financial Performance Comparison: While Nvidia's stock is currently cheaper than Alphabet's, its revenue growth rate is projected at 65%, significantly outpacing Alphabet's 7%, highlighting Nvidia's robust performance in the AI space, which may attract more investor interest.
- Cloud Computing Advantage: Alphabet's Google Cloud not only supports AI workloads but also generates consistent profits, indicating that it will maintain a stable revenue stream even after the AI build-out is complete, providing Alphabet with stronger financial resilience.
- Investor Choices: Although Nvidia shows higher growth potential in the current market, Alphabet is still viewed as a solid investment choice, particularly in a market environment characterized by AI risk volatility, prompting investors to weigh the long-term value of both companies.
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Analyst Views on NVDA
Wall Street analysts forecast NVDA stock price to rise
41 Analyst Rating
39 Buy
1 Hold
1 Sell
Strong Buy
Current: 175.750
Low
200.00
Averages
264.97
High
352.00
Current: 175.750
Low
200.00
Averages
264.97
High
352.00
About NVDA
NVIDIA Corporation is an artificial intelligence (AI) infrastructure company. The Company is engaged in accelerated computing to help solve the challenging computational problems. Its segments include Compute & Networking and Graphics. The Compute & Networking segment includes its Data Center accelerated computing and networking platforms and AI solutions and software, and automotive platforms and autonomous and electric vehicle solutions, including software. The Graphics segment includes GeForce GPUs for gaming and personal computers (PCs), and Quadro/NVIDIA RTX GPUs for enterprise workstation graphics. Its technology stack includes the foundational NVIDIA CUDA development platform that runs on all NVIDIA GPUs, as well as hundreds of domain-specific software libraries, frameworks, algorithms, software development kits (SDKs), and application programming interfaces (APIs). Its platforms address four markets, which include Data Center, Gaming, Professional Visualization, and Automotive.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Tech Sector Dominance: The information technology sector accounts for 32.4% of the ETF's portfolio, with Nvidia, Apple, and Microsoft making up 19% combined, reflecting investor confidence in the future of artificial intelligence and its significance in the market.
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See More
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- Balanced Investment Option: The Invesco S&P 500 Equal Weight ETF mitigates the impact of tech stocks on fund performance through equal weighting, although it has underperformed traditional S&P 500 funds in total returns over the past decade, it has shown more stability during market volatility.
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See More
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- Target Stock Recovery: Despite facing challenges in recent years, Target has implemented a comprehensive strategic growth plan under new CEO Michael Fiddelke, resulting in a 20% stock increase this year, indicating potential for recovery.
- Attractive Valuation: Target's current trading at nearly 15 times forward earnings estimates is below industry averages, and its history of over 50 years of dividend increases attracts investors seeking stable returns, boosting market confidence.
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See More
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See More
