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#AI chips

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Google’s AI Chip Push Intensifies Pressure on Nvidia
Coins•

Google’s AI Chip Push Intensifies Pressure on Nvidia

Key Highlights: Google plans to launch two specialized Tensor Processing Units (TPUs) next year targeting confidential computing and data-heavy workloads like drug discovery and coding. Bloomberg Intelligence projects TPU ecosystem sales could exceed $135 billion by 2028, with chips priced roughly 30% lower than Nvidia’s GPUs. Nvidia shed over $250 billion in market capitalization after ...

Taiwan Semiconductor Manufacturing Company (TSM) Raises Guidance as Demand for Advanced Chips Soars
Around the World•

Taiwan Semiconductor Manufacturing Company (TSM) Raises Guidance as Demand for Advanced Chips Soars

Diamond Hill Capital, a First Eagle Investment Management company, released its second-quarter 2026 investor letter for the Diamond Hill International Fund. The fund posted a 7.76% return for the period, trailing the MSCI ACWI ex USA Index, which advanced 14.49%. Stock selection in health care and consumer discretionary contributed positively, while positions in information technology ...