GOOGL & NVDA Clash in AI Chip War, AAPL Serves as New Wild Card
Schwab Network · Schwab Network
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Show Notes
GPUs and TPUs will be the semiconductor story moving forward, says Investopedia's Caleb Silver, pointing to Mag 7 giants Nvidia (NVDA) and Alphabet (GOOGL) being at the center of it. He expects Google's TPUs stay largely centralized for Gemini but sees potential for expansion, especially for Big Tech peers like Apple (AAPL).
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