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67/100 Bullish 29.04.2026 · 16:02 Finrend AI ⏱ 1 dk 👁 12 TR

Google Enters Competition with New AI Chips to Rival Nvidia

Google has announced its next-generation chips designed to challenge Nvidia in the artificial intelligence (AI) space. This move intensifies competition in the AI hardware market and has increased investor interest in GOOGL shares. Google's proprietary TPU (Tensor Processing Unit) chips are positioned as an alternative to Nvidia's GPUs, particularly for large language models and machine learning workloads. Google's step is seen as part of its strategy to meet growing demand for AI infrastructure. By using its own chips, the company aims to reduce costs and offer more competitive pricing in cloud services. Analysts note that this development could reduce Google's dependency within the AI ecosystem and positively impact profitability in the long term. However, Nvidia remains the dominant player in the AI chip market. Google's new chips may not immediately disrupt Nvidia's superiority, especially in training and inference processes. Investors assess that while Google's move strengthens its AI strategy, it is unlikely to significantly affect Nvidia's market share in the short term. GOOGL shares have come onto investors' radar following this news. The company's strong cash flow and AI investments support its long-term growth potential. However, in this highly competitive field, the success of Google's chip strategy will become clearer over time. This is not investment advice.

📊 GOOGL — Piyasa Yorumu

▲ up · 65%

The news indicates that Google will compete with Nvidia in the AI chip market, which could positively impact the company's growth potential. Technical indicators show the stock trading above its 20- and 50-day moving averages, with an RSI of 58 in neutral territory. Although the MACD line remains below the signal line, the 3.66% rise in the last 24 hours and the closing price above the SMA20 suggest short-term momentum. However, in a highly competitive sector, the impact of this news may be limited, and the market may await more concrete developments.

RSI 14
58.4
MACD
2.46
24h Δ
3.67%

📊 NVDA — Piyasa Yorumu

▼ down · 60%

A news headline indicates that Google has developed artificial intelligence chips to compete with Nvidia. This development could be perceived as a threat to Nvidia's dominance in the AI market and may create short-term pressure on the stock. On the technical indicators, the RSI is at 53, in neutral territory, the MACD is below the signal line, and the price is slightly below the 20-day moving average. Despite a 4% rise in the last 24 hours, the negative perception generated by this news could increase selling pressure in the short term.

RSI 14
53.4
MACD
1.76
24h Δ
4.01%

📊 AMD — Piyasa Yorumu

▼ down · 65%

The news that Google is entering the competition with AI chips that rival Nvidia could heighten competitive concerns in the semiconductor sector, which includes AMD. AMD's stock has fallen 5.24% in the last 24 hours and closed below its 20-day moving average (331.39). Although the RSI is in neutral territory at 55.4, the MACD has remained below the signal line, indicating weakening momentum. In the short term, the combination of this negative news and technical weakness could sustain downward pressure.

RSI 14
55.4
MACD
2.66
24h Δ
-5.24%

📊 ASML — Piyasa Yorumu

▼ down · 65%

ASML shares have lost more than 4% in the last 24 hours, falling to the $1,390 level. While the RSI at 38.8 approaches oversold territory, the MACD line remains below the signal line and in negative territory. Trading below the 20- and 50-day moving averages indicates short-term weakness. Google's development of AI chips to compete with Nvidia, one of ASML's largest customers, could pressure the stock amid concerns of reduced demand for Nvidia. Therefore, the likelihood of a continued downward trend in the short term is high.

RSI 14
38.8
MACD
-15.30
24h Δ
-4.08%
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