--- title: "Google Turns Up the Heat on NVIDIA With New Offerings" type: "News" locale: "en" url: "https://longbridge.com/en/news/304872781.md" description: "Alphabet stock rose as Google unveiled new AI chips, TPU 8tx and 8i Max, to compete with NVIDIA. These specialized processors target secure computing and advanced AI applications, expected in 2027. Bloomberg Intelligence estimates TPU sales could reach $135 billion by 2028. Despite gains, GOOG trades below key technical averages, though analysts maintain a Buy rating with a $398 price target." datetime: "2026-11-09T14:51:34.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/304872781.md) - [en](https://longbridge.com/en/news/304872781.md) - [zh-HK](https://longbridge.com/zh-HK/news/304872781.md) generator: "portal-rs" --- # Google Turns Up the Heat on NVIDIA With New Offerings **Alphabet Inc.** (NASDAQ:GOOG) stock gained Monday as investors weighed Google’s latest push into artificial intelligence chips and a broader rally in technology stocks. Google plans to introduce two specialized versions of its tensor processing units (TPUs), stepping up competition with **NVIDIA Corp.** (NASDAQ:NVDA), Bloomberg reported Monday. The Nasdaq gained 1.80%, while the S&P 500 rose 1.28%, supporting broader market sentiment. ## Google Expands AI Chip Portfolio Google’s new TPU 8tx and 8i Max systems aim to meet growing demand for secure computing and advanced AI applications. The 8tx targets government agencies and regulated industries that require stronger data protection. It works with processors from **Advanced Micro Devices Inc.** (NASDAQ:AMD) to support confidential computing. Meanwhile, the 8i Max combines two TPU chips to boost computing power and memory. It targets AI applications that process large amounts of information, including drug discovery, mathematics and coding. Both systems are expected to become available in 2027. Google chip chief **Amin Vahdat** told Bloomberg that specialized processors could deliver greater value by addressing specific customer needs. **See More: Top Value Stocks** ## Google Challenges NVIDIA’s AI Dominance Google is expanding beyond its traditional cloud business as demand for alternatives to NVIDIA’s graphics processing units grows. Bloomberg Intelligence estimates Google’s TPU sales, including related hardware and software, could exceed $135 billion by 2028, compared with an estimated $12 billion in 2026. The company has attracted customers including **Apple Inc.** (NASDAQ:AAPL), **Meta Platforms Inc.** (NASDAQ:META) and **Oracle Corp.** (NYSE:ORCL). However, supply constraints and potential weakness in AI infrastructure spending remain key risks. ## Technical Analysis and Analyst Outlook Despite Monday’s gains, Alphabet remains below key technical levels. The stock trades about 6% below its 20-day simple moving average of $311.81 and 13.1% below its 200-day average of $337.35. Its moving average convergence divergence indicator (MACD) also signals weak momentum. Traders are watching support near $271.50 and resistance around $348. Meanwhile, analysts maintain a consensus Buy rating, with an average price forecast of $398. ## GOOG Price Action **GOOG Stock Price Activity:** Alphabet shares were trading up 3.43% at $293.58 at the time of publication on Monday, according to Benzinga Pro data. *Image via Shutterstock* **Read Also: Alphabet Could Unlock $100 Billion From AI Chips by 2028, Analyst Says** ### Related Stocks - [GOOG.US](https://longbridge.com/en/quote/GOOG.US.md) - [GOOGL.US](https://longbridge.com/en/quote/GOOGL.US.md) - [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md) - [ANV.US](https://longbridge.com/en/quote/ANV.US.md) - [DIPS.US](https://longbridge.com/en/quote/DIPS.US.md) - [GGLL.US](https://longbridge.com/en/quote/GGLL.US.md) - [GGLS.US](https://longbridge.com/en/quote/GGLS.US.md) - [GOIB.US](https://longbridge.com/en/quote/GOIB.US.md) - [GOOL.US](https://longbridge.com/en/quote/GOOL.US.md) - [GOOP.US](https://longbridge.com/en/quote/GOOP.US.md) - [GOOW.US](https://longbridge.com/en/quote/GOOW.US.md) - [GOOX.US](https://longbridge.com/en/quote/GOOX.US.md) - [GOOY.US](https://longbridge.com/en/quote/GOOY.US.md) - [GOU.US](https://longbridge.com/en/quote/GOU.US.md) - [NVC.US](https://longbridge.com/en/quote/NVC.US.md) - [NVD.US](https://longbridge.com/en/quote/NVD.US.md) - [NVDB.US](https://longbridge.com/en/quote/NVDB.US.md) - [NVDD.US](https://longbridge.com/en/quote/NVDD.US.md) - [NVDG.US](https://longbridge.com/en/quote/NVDG.US.md) - [NVDL.US](https://longbridge.com/en/quote/NVDL.US.md) - [NVDO.US](https://longbridge.com/en/quote/NVDO.US.md) - [NVDQ.US](https://longbridge.com/en/quote/NVDQ.US.md) - [NVDS.US](https://longbridge.com/en/quote/NVDS.US.md) - [NVDU.US](https://longbridge.com/en/quote/NVDU.US.md) - [NVDW.US](https://longbridge.com/en/quote/NVDW.US.md) - [NVDX.US](https://longbridge.com/en/quote/NVDX.US.md) - [NVDY.US](https://longbridge.com/en/quote/NVDY.US.md) - [NVIB.US](https://longbridge.com/en/quote/NVIB.US.md) - [NVII.US](https://longbridge.com/en/quote/NVII.US.md) - [NVIT.US](https://longbridge.com/en/quote/NVIT.US.md) - [NVW.US](https://longbridge.com/en/quote/NVW.US.md) - [NVYY.US](https://longbridge.com/en/quote/NVYY.US.md) - [NYYY.US](https://longbridge.com/en/quote/NYYY.US.md) - [07388.HK](https://longbridge.com/en/quote/07388.HK.md) - [07788.HK](https://longbridge.com/en/quote/07788.HK.md) - [09388.HK](https://longbridge.com/en/quote/09388.HK.md) ## Related News & Research - [Alphabet Plans to Launch Two New TPUs, May Push Stock Back to $300 Mark](https://longbridge.com/en/news/304878339.md) - [Nvidia (NVDA) Faces $70B China AI Chip Backlog as Supply Falls Short](https://longbridge.com/en/news/304289828.md) - [Nvidia reportedly limits Chinese access to overseas AI cloud services](https://longbridge.com/en/news/304254904.md) - [Google will let schools disable its AI tools, but not without sacrificing Search](https://longbridge.com/en/news/304145691.md) - [EXCLUSIVE-Nvidia chips pile up in Hong Kong as China withholds import approval](https://longbridge.com/en/news/304441352.md) --- > **Disclaimer: This article is for reference only and does not constitute any investment advice.**