GOOG - $104.55 Breakout, Market Finally Got Wind TPUs!
0. Notes to follow;
1. We are adding to out position from $95 down to < $90 Range;
2. Research note about about TPUs vs GPUs.
3. This is the same setup as AMD vs INTC a couple years ago.
1. We are adding to out position from $95 down to < $90 Range;
2. Research note about about TPUs vs GPUs.
3. This is the same setup as AMD vs INTC a couple years ago.
Comment:
4. TPU, we have an OLD TPU from Google, twice as fast and half the power used against A100, next iteration of TPU coming out and same deal with the H100.
Comment:
Google says its AI supercomputer is faster, greener than Nvidia A100 chip
www.reuters.com/tech...n-nvidia-2023-04-05/
April 4 (Reuters) - Alphabet Inc's (GOOGL.O) Google released on Tuesday new details about the supercomputers it uses to train its artificial intelligence models, saying the systems are both faster and more power-efficient than comparable systems from Nvidia Corp (NVDA.O).
Google has designed its own custom chip called the Tensor Processing Unit, or TPU. It uses those chips for more than 90% of the company's work on artificial intelligence training, the process of feeding data through models to make them useful at tasks such as responding to queries with human-like text or generating images.
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The Google TPU is now in its fourth generation. Google on Tuesday published a scientific paper detailing how it has strung more than 4,000 of the chips together into a supercomputer using its own custom-developed optical switches to help connect individual machines.
www.reuters.com/tech...n-nvidia-2023-04-05/
April 4 (Reuters) - Alphabet Inc's (GOOGL.O) Google released on Tuesday new details about the supercomputers it uses to train its artificial intelligence models, saying the systems are both faster and more power-efficient than comparable systems from Nvidia Corp (NVDA.O).
Google has designed its own custom chip called the Tensor Processing Unit, or TPU. It uses those chips for more than 90% of the company's work on artificial intelligence training, the process of feeding data through models to make them useful at tasks such as responding to queries with human-like text or generating images.
Advertisement · Scroll to continue
The Google TPU is now in its fourth generation. Google on Tuesday published a scientific paper detailing how it has strung more than 4,000 of the chips together into a supercomputer using its own custom-developed optical switches to help connect individual machines.
Comment:
Update, 1:45PM April 6
Josh Brown was on CNBC just pounding the table on the "under" valuation of Google.
We added more at the open this morning.
Price Target $130 (Short Term)
Josh Brown was on CNBC just pounding the table on the "under" valuation of Google.
We added more at the open this morning.
Price Target $130 (Short Term)