Google Partners with MediaTek and Others for Next-Gen AI Chips
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 day ago
0mins
Should l Buy GOOG?
Source: Yahoo Finance
- Strengthened Partnerships: Google is collaborating with MediaTek to develop next-generation AI chips, showcasing its leadership in core design while leveraging partners' expertise to enhance product performance.
- Clear Division of Labor: In the development of the new TPUs, Google is responsible for the core design of training chips, while MediaTek focuses on I/O and packaging, and Broadcom is expected to handle the inference side, reflecting a collaborative approach in modern AI hardware development.
- Manufacturing Reliance: TSMC is expected to manufacture these chips using its advanced processes, ensuring that Google's AI hardware meets market demands and maintains competitiveness.
- Strategic Shift: Google is gradually reducing its reliance on external suppliers by focusing on its own chip technology while building a strong network of partnerships to enhance its market position, reflecting a trend of collaboration within the industry.
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Analyst Views on GOOG
Wall Street analysts forecast GOOG stock price to fall
15 Analyst Rating
14 Buy
1 Hold
0 Sell
Strong Buy
Current: 347.500
Low
255.00
Averages
336.08
High
400.00
Current: 347.500
Low
255.00
Averages
336.08
High
400.00
About GOOG
Alphabet Inc. is a holding company. The Company's segments include Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment includes infrastructure and platform services, collaboration tools, and other services for enterprise customers. Its Other Bets segment is engaged in the sale of healthcare-related services and Internet services. Its Google Cloud provides enterprise-ready cloud services, including Google Cloud Platform and Google Workspace. Google Cloud Platform provides access to solutions such as artificial intelligence (AI) offerings, including its AI infrastructure, Vertex AI platform, and Gemini for Google Cloud; cybersecurity, and data and analytics. Google Workspace includes cloud-based communication and collaboration tools for enterprises, such as Calendar, Gmail, Docs, Drive, and Meet.
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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