{"id":158773,"date":"2025-11-29T07:25:23","date_gmt":"2025-11-29T07:25:23","guid":{"rendered":"https:\/\/www.newsbeep.com\/il\/158773\/"},"modified":"2025-11-29T07:25:23","modified_gmt":"2025-11-29T07:25:23","slug":"meta-throws-billions-at-google-ai-chips-the-winners-and-losers","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/il\/158773\/","title":{"rendered":"Meta Throws Billions at Google AI Chips &#8212; The Winners and Losers"},"content":{"rendered":"\n<p class=\"yf-1090901\">This article first appeared on <a href=\"https:\/\/www.gurufocus.com\/news\/3227004\/meta-throws-billions-at-google-ai-chips--the-winners-and-losers?utm_source=yahoo_finance&amp;utm_medium=syndication&amp;utm_campaign=headlines&amp;r=caf6fe0e0db70d936033da5461e60141\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:GuruFocus;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">GuruFocus<\/a>.<\/p>\n<p class=\"yf-1090901\">Alphabet (<a class=\"link \" href=\"https:\/\/finance.yahoo.com\/quote\/GOOGL\" data-ylk=\"slk:NASDAQ:GOOGL;elm:context_link;itc:0;sec:content-canvas\" rel=\"nofollow noopener\" target=\"_blank\">NASDAQ:GOOGL<\/a>) is stepping up production of its in-house Tensor Processing Units, or TPUs, a move Mizuho says is reshaping parts of the AI supply chain.<\/p>\n<p class=\"yf-1090901\">The brokerage <a href=\"https:\/\/seekingalpha.com\/news\/4526305-googles-chips-for-meta-a-positive-for-broadcom-bullish-on-lumentum-and-micron-mizuho\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:raised;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">raised <\/a>its price target on Lumentum (<a class=\"link \" href=\"https:\/\/finance.yahoo.com\/quote\/LITE\" data-ylk=\"slk:NASDAQ:LITE;elm:context_link;itc:0;sec:content-canvas\" rel=\"nofollow noopener\" target=\"_blank\">NASDAQ:LITE<\/a>) to $325 from $290, citing stronger demand for optical components tied to Google&#8217;s accelerator rollout.<\/p>\n<p class=\"yf-1090901\">The call comes as Meta Platforms (<a class=\"link \" href=\"https:\/\/finance.yahoo.com\/quote\/META\" data-ylk=\"slk:NASDAQ:META;elm:context_link;itc:0;sec:content-canvas\" rel=\"nofollow noopener\" target=\"_blank\">NASDAQ:META<\/a>) is reported to be in talks to spend billions on AI chips from Google&#8217;s hardware unit. Analysts say that interest from large cloud and social media groups signals growing adoption beyond Alphabet&#8217;s internal use.<\/p>\n<p class=\"yf-1090901\">Mizuho said TPU traction at AI lab Anthropic and discussions involving Amazon (AMZN) Web Services could also support Broadcom (<a class=\"link \" href=\"https:\/\/finance.yahoo.com\/quote\/AVGO\" data-ylk=\"slk:NASDAQ:AVGO;elm:context_link;itc:0;sec:content-canvas\" rel=\"nofollow noopener\" target=\"_blank\">NASDAQ:AVGO<\/a>), which makes custom silicon and networking gear used in data centers.<\/p>\n<p class=\"yf-1090901\">Meta&#8217;s AI systems are still heavily reliant on graphics processors from Nvidia (<a class=\"link \" href=\"https:\/\/finance.yahoo.com\/quote\/NVDA\" data-ylk=\"slk:NASDAQ:NVDA;elm:context_link;itc:0;sec:content-canvas\" rel=\"nofollow noopener\" target=\"_blank\">NASDAQ:NVDA<\/a>) and Advanced Micro Devices (<a class=\"link \" href=\"https:\/\/finance.yahoo.com\/quote\/AMD\" data-ylk=\"slk:NASDAQ:AMD;elm:context_link;itc:0;sec:content-canvas\" rel=\"nofollow noopener\" target=\"_blank\">NASDAQ:AMD<\/a>), according to the note. A gradual shift toward TPUs would be a modest headwind for GPU vendors but a tailwind for Broadcom, the brokerage added.<\/p>\n<p class=\"yf-1090901\">Mizuho also flagged Micron Technology (MU) as a beneficiary through rising memory demand, while pointing to potential upside to its near-term earnings outlook.<\/p>\n","protected":false},"excerpt":{"rendered":"This article first appeared on GuruFocus. Alphabet (NASDAQ:GOOGL) is stepping up production of its in-house Tensor Processing Units,&hellip;\n","protected":false},"author":2,"featured_media":158774,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[345,95644,343,344,133,13345,85,46,15042,44510,95645,125,63036],"class_list":{"0":"post-158773","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-artificial-intelligence","8":"tag-ai","9":"tag-ai-supply-chain","10":"tag-artificial-intelligence","11":"tag-artificialintelligence","12":"tag-google","13":"tag-gurufocus","14":"tag-il","15":"tag-israel","16":"tag-meta-platforms","17":"tag-mizuho","18":"tag-optical-components","19":"tag-technology","20":"tag-tensor-processing-units"},"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts\/158773","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/comments?post=158773"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts\/158773\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/media\/158774"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/media?parent=158773"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/categories?post=158773"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/tags?post=158773"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}