AM AMD Advanced Micro Devices, Inc. 로딩 중... : 애널리스트의 강세 및 약세 의견

Alphabet will begin selling TPU hardware to select customers for deployment in their own data centers, a new revenue stream that expands its addressable market beyond cloud services. — This move directly competes with NVIDIA's HPC/AI chip sales and could signal a shift toward on-premise AI deployments, potentially reducing cloud compute demand if enterprise customers choose to run their own infrastructure.