# N Nvidia Corp. shares have fallen 7% since closing at a record high on April 27.

*business · news · 2026-05-06 · The Mercury News*

## Key points

- Anthropic plans to spend about $200 billion with Alphabet on AI chips over five years.
- Amazon's Trainium AI chips have secured over $225 billion in revenue commitments, including Meta as a customer.
- Alphabet's TPU chips will be offered to select customers for use in their own data centers.
- Nvidia's projected growth rate is expected to slow from 70% in 2025 to 32% by 2028.
- Alphabet's TPU-related infrastructure revenue is estimated to reach $25 billion in 2027.

**Companies:** Nvidia Corp., Alphabet Inc., Amazon.com Inc., Meta, Microsoft, Samsung Electronics Co., Intel Corp., Qualcomm Inc., Advanced Micro Devices Inc., Infineon Technologies AG, Anthropic PBC
**Countries:** United States, Germany

[Read the full story on The Mercury News](https://www.mercurynews.com/2026/05/06/nvidia-stock-falls-behind-big-tech-rivals/)

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