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Google and Meta join forces to weaken Nvidia's dominance in AI

Google's parent company Alphabet is collaborating with Meta to develop TorchTPU, aiming to make Google's TPU chips compatible with the PyTorch framework. This initiative seeks to reduce reliance on Nvidia's AI processors. Nvidia's shares fell 2% following the announcement. The project aims to enhance TPU adoption by offering native integration and may partially open-source the code. Meta may gain broader access to Google's TPUs, reducing its dependence on Nvidia GPUs. This is part of Google's strategy to democratize TPU use and strengthen its AI division.

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Google has been crushing it with AI this year in this overlooked way

Waymo, Alphabet's robotaxi startup, is projected to dominate the autonomous rideshare industry by 2032, potentially worth $100 billion. The company is in talks to raise $15 billion at a valuation of $110 billion. Despite its growth, Waymo won't significantly impact Google's financials until 2027-2028. Analysts highlight Alphabet's strong AI ecosystem and its stock's 59% year-to-date gain.

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Alphabet's Google Pay Launches UPI Co-Branded Digital Credit Card Flex in India

Alphabet's Google Pay Launches UPI Co-Branded Digital Credit Card Flex in India

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Google is working with Meta to expand software support for AI chips, sources say

Google is working with Meta to expand software support for AI chips, sources say

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Nvidia Vs. Alphabet: Which Could Be The World's Biggest Company By End-2026?

Nvidia and Alphabet are leading the AI race, with Nvidia's GPUs and Alphabet's AI stack driving growth. Nvidia is currently the world's largest company, but both have a 35% chance of being the biggest by 2026. Nvidia's market cap is $4.318 trillion, Alphabet's $3.7 trillion. Analysts favor Nvidia's continued dominance, while prediction markets see a close race. The outcome may depend on whether AI rewards hardware suppliers or those embedding intelligence across digital platforms.

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