---
title: "CITIC Securities: The landscape of NVIDIA GPUs as mainstream AI computing chips will remain unchanged"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/269154809.md"
description: "CITIC Securities Co., Ltd. research report believes that although Google is accelerating AI development and promoting the applicability of TPU chips, NVIDIA GPUs will still maintain their position as the mainstream AI computing power chips. The Google TPU industrial chain is expected to become one of the most resilient sub-sectors in the AI hardware field by 2026, and it is recommended to pay attention to opportunities in computing power infrastructure and application implementation"
datetime: "2025-12-10T00:39:30.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/269154809.md)
  - [en](https://longbridge.com/en/news/269154809.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/269154809.md)
---

> Supported Languages: [简体中文](https://longbridge.com/zh-CN/news/269154809.md) | [繁體中文](https://longbridge.com/zh-HK/news/269154809.md)


# CITIC Securities: The landscape of NVIDIA GPUs as mainstream AI computing chips will remain unchanged

CITIC Securities Co., Ltd. research report points out that Google's recent acceleration in AI has shown the market its potential for hardware-software integration, and has strengthened the applicability of its self-developed TPU chips in AI computing acceleration. Meanwhile, The Information reported that Google and Meta are in talks to sell TPU externally, which, if realized, would be a breakthrough in the ASIC business model. We believe that NVIDIA GPUs will maintain their position as the mainstream AI computing power chips, and the Google TPU supply chain also has the potential to become one of the most resilient sub-sectors in the AI hardware field by 2026. We recommend paying attention to opportunities in computing infrastructure and application implementation

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