Alphabet's (GOOGL 0.72%) (GOOG 0.82%) tensor processing units (TPUs) excel at handling artificial intelligence and machine learning workloads, but it's a common misconception that they're intended to replace Nvidia's (NVDA -0.01%) graphics processing units (GPUs). In reality, they demonstrate Google's competitive edge over Microsoft (MSFT 0.11%) and Amazon (AMZN 1.16%) in cloud computing solutions. Check out the short video to learn what semiconductor investors Jose Najarro, Nicholas Rossolillo, and Billy Duberstein had to say. Also, consider subscribing, and click the special offer link below.

*Stock prices used were the market prices of April 6, 2023. The video was published on April 10, 2023.