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67/100 Bullish 07.05.2026 · 01:09 Finrend AI ⏱ 1 dk 👁 9 TR

Google to Sell TPU Chips to Select Customers, Competing with Nvidia

Google is preparing to sell its Tensor Processing Unit (TPU) chips, developed for artificial intelligence (AI) workloads, to select customers. This move is seen as part of the company's strategy to increase competition against Nvidia. Previously, Google made its TPUs available only through its own cloud services, but now it aims to expand its market share by shifting to a direct sales model. The company announced that it will sell TPU chips to 'select' customers. This step is intended to challenge Nvidia's dominance in the AI chip market. Google's TPUs are known as specialized hardware optimized particularly for large language models and other AI applications. The company emphasizes that these chips offer high performance and energy efficiency. Analysts note that Google's move could intensify competition in the AI hardware market. While Nvidia currently holds a leading position in the AI chip market, Google's TPU sales could emerge as an alternative option, especially among cloud providers and large technology companies. This strategy also aims to diversify revenue sources by reducing reliance on its own cloud services. Google's initiation of TPU sales will increase competition not only with Nvidia but also with other players like AMD and Intel in the AI chip market. With this move, the company aims to boost hardware revenues and expand its influence in the AI ecosystem. The availability of Google's TPUs could provide cost and performance advantages, particularly for companies running large-scale AI projects. This is not investment advice.

📊 GOOGL — Piyasa Yorumu

▲ up · 65%

The news indicates that Google will compete with Nvidia in the AI hardware market by selling its TPU chips to external customers. This strategic move has the potential to diversify the company's revenue streams and may be viewed positively by investors. Technical indicators also support this optimism: although the RSI is approaching overbought territory at 71, the MACD is above its signal line, and the price is trading well above both the 20-day and 50-day moving averages. The 3.3% rise in the last 24 hours suggests strong momentum. However, the elevated RSI also brings a risk of a short-term correction, so the bullish outlook should be tempered with cautious optimism.

RSI 14
71.4
MACD
5.86
24h Δ
3.35%

📊 NVDA — Piyasa Yorumu

▼ down · 60%

The news that Google is selling its TPU chips to compete with Nvidia could be perceived as a threat to Nvidia's dominance in the AI market. Technical indicators show the RSI approaching 68, signaling overbought territory, while the MACD being above the signal line increases the likelihood of a short-term correction. Following a 4.3% rise in the last 24 hours, this news may trigger profit-taking. A downward movement is expected in the short term, but the impact may be limited.

RSI 14
67.9
MACD
1.52
24h Δ
4.29%
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