Google Unveils Next-Gen TPU Processors at Cloud Next 2026
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Apr 22 2026
0mins
Should l Buy GOOG?
Source: seekingalpha
- Next-Gen TPU Launch: Google unveiled two eighth-generation tensor processing units (TPUs) at the 2026 Cloud Next event, with TPU 8t designed for training AI models and TPU 8i for inference, highlighting Google's ongoing innovation in AI computing.
- Significant Performance Boost: A single TPU 8t superpod scales to 9,600 chips and two petabytes of shared high-bandwidth memory, with double the interchip bandwidth of the previous generation, greatly enhancing training efficiency for AI models to meet soaring computational demands.
- Virgo Network Introduction: Google introduced the Virgo Network to unify multiple data centers, addressing traditional networks' limitations in handling exponentially growing foundational model parameters, thereby driving advancements in machine learning for the next decade.
- Accelerated AI Investment: Google Cloud's paying Gemini Enterprise users increased by 40% quarter-over-quarter in Q1, while approximately 75% of new code produced internally is AI-generated, reflecting the surge in demand for AI computing and Google's leadership in 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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- Personalized Experience: Gemini's product manager, Maryam Sanglaji, emphasized that the most helpful AI assistant is one that understands user preferences and past conversations, a philosophy that is likely to increase user reliance and loyalty towards Gemini.
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