Google announced that it will begin selling TPUs to select third-party data center operators.

Google TPU V8 Vs. Nvidia: How Inference Is Rewriting The AI Market Comments Summary Google announced that it will begin selling TPUs to select third-party data center operators, marking the company's formal entrance into the merchant AI accelerator market where Nvidia dominates. The share of AI inference workloads is rising; the economics of custom silicon are increasingly difficult to ignore, and Nvidia may be facing a Rubin delay. The large coherent shared memory of TPU pods is a key feature that Google is banking on to differentiate from Nvidia systems. Looking for more investing ideas like this one? Get them exclusively at Tech Insider Network. Learn More » Google (GOOGL) blew the doors off with its latest earnings report—cloud growth rapidly accelerated, margins expanded, and backlog soared 400% YoY to $462 billion. However, the quarter's most pivotal development wasn't This article was written by 20.63K Followers Beth Kindig is a veteran technology analyst with more than 15 years of experience covering both the private and public markets. She began her career in Silicon Valley in 2011—just as technology overtook oil as the world’s most valuable industry—and quickly distinguished herself for her prescient, high-conviction calls on emerging tech trends. By 2014, her analysis was being cited in major outlets, and she was invited to speak at leading industry conferences including Android Developers Conference, Advertising Week NYC, Tech Week Chicago, and BlackHat. Beth has forged her methodology following exposure to thousands of growth-stage companies, giving her a unique, pattern-recognition-driven approach that traditional Wall Street training cannot replicate. Beth is perhaps best known as the “Queen of Nvidia,” a title earned from her early and accurate calls on AI semiconductors dating back to 2018, but her proven track record spans dozens of companies where she has identified winning investments years ahead of consensus.As founder of the Tech Insider Network—one of the top-performing audited tech portfolios with 326% cumulative returns since May 2020 (29.2% annualized)—Beth has built a loyal following of thousands of paying subscribers, tens of thousands of newsletter readers, and more than 172,000 Twitter followers. Going into 2023, she held a 45% allocation in AI semiconductors, well ahead of legendary investors such as Stanley Druckenmiller at 29%. Beth is a regular guest on Fox Business, Bloomberg Tech, and Bloomberg Asia, where hundreds of thousands of investors tune in monthly to her insights. She has also appeared on CNBC, NPR, BBC Radio, Real Vision, Schwab Network, and CoinDesk. Her written work has been featured in Forbes, MarketWatch, VentureBeat, MediaPost, and AdExchanger. What drives her work is a deep commitment to empowering individual investors. Beth believes that access to accurate, high-quality research should not be limited to institutions. With a reputation for accuracy, consistency, and bold yet well-researched calls, Beth Kindig has established herself as one of the most trusted analysts in the technology sector today. Learn moreTech Insider Network is unique in that we blend real tech industry experience with active portfolio management. We pioneered combining cutting-edge fundamentals with high-performing technical analysis for retail. Beth cares deeply about individual investors having access to the same quality of information as institutions -- especially in regards to the tech industry. Tech overtook oil in 2010 as the world’s most valuable industry and she was at the forefront of this change in Silicon Valley. She wants to bring her experience and insights to ordinary investors so they can participate in the extraordinary gains that tech has to offer. Her weekly newsletter has tens of thousands of subscribers. Analyst’s Disclosure: I/we have a beneficial long position in the shares of NVDA, GOOGL either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it. I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body. Comments

Physicists at the University of Oxford show they can assemble Schrödinger’s cat-like superpositions from far more exotic quantum ingredients.

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Technology shares faltered amid escalating tensions between the U.S. and Iran.