Google Unveils New AI Processors TPU 8t and 8i at Cloud Next 2026
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Apr 22 2026
0mins
Should l Buy GOOG?
Source: Yahoo Finance
- Processor Launch: Google unveiled its TPU 8t and TPU 8i AI processors at the 2026 Cloud Next conference, intensifying competition with Nvidia and AMD, which is expected to enhance its market share in the AI sector.
- TPU 8t Performance Boost: The TPU 8t is optimized for training AI models, capable of reducing the frontier model development cycle from months to weeks while offering 2.8x better price-to-performance ratio, catering to customers needing high-performance chips.
- TPU 8i Use Cases: The TPU 8i is designed for inferencing and running AI models, set to be available later this year, further strengthening Google's competitive edge in the AI inference space.
- Intensifying Market Competition: With Amazon and Microsoft also expanding their AI chip businesses, Google's launch could pressure Nvidia's market share, especially considering that hyperscalers account for over 50% of Nvidia's data center revenue.
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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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