Is Google Challenging Nvidia or Aiming at Microsoft and Amazon?

By Jose Najarro, Nicholas Rossolillo, and Billy Duberstein – Apr 11, 2023 at 8:00AM

NASDAQ: GOOGL

Alphabet

Market Cap

$1,940B

Today's Change

(-1.97%) -$3.13

Current Price

$156.00

Price as of April 25, 2024, 4:00 p.m. ET

Alphabet recently announced the power of its self-made silicon, which fuels its data centers and clouding solutions.

Alphabet's (GOOGL -1.97%) (GOOG -1.96%) 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 3.71%) graphics processing units (GPUs). In reality, they demonstrate Google's competitive edge over Microsoft (MSFT -2.45%) and Amazon (AMZN -1.65%) 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.

Suzanne Frey, an executive at Alphabet, is a member of The Motley Fool's board of directors. John Mackey, former CEO of Whole Foods Market, an Amazon subsidiary, is a member of The Motley Fool's board of directors. Billy Duberstein has positions in Alphabet, Amazon.com, and Microsoft. Jose Najarro has positions in Alphabet, Microsoft, and Nvidia. Nicholas Rossolillo has positions in Alphabet, Amazon.com, and Nvidia. The Motley Fool has positions in and recommends Alphabet, Amazon.com, Microsoft, and Nvidia. The Motley Fool has a disclosure policy. Jose Najarro is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link they will earn some extra money that supports their channel. Their opinions remain their own and are unaffected by The Motley Fool.