谷歌母公司Alphabet以47.5億美元收購清潔能源開發商Intersect，以應對AI算力激增帶來的電力需求。此舉凸顯科技巨頭在AI競賽中對穩定能源供應的迫切需求。
摩根士丹利研報顯示，谷歌計劃對外銷售TPU芯片，目標2027年出貨100萬顆，其中50萬顆預計爲雲業務帶來130億美元增量收入，佔雲收入11%，提升EPS約3%。消息推動Alphabet股價月漲近20%，跑贏納指。谷歌正從自用轉向對外銷售模式，Meta爲首批重點客戶。
11月25日美股早盤，英偉達股價一度跌超7%，較上月曆史高位回落逾20%。其合作伙伴超微電腦、甲骨文及CoreWeave股價也隨之下滑。分析指出，投資者擔憂谷歌母公司Alphabet自研AI芯片TPU可能衝擊英偉達市場地位，引發此輪下跌。
谷歌母公司Alphabet第三季度收入達1020億美元，同比增長16%，延續近年增長趨勢。CEO皮查伊強調人工智能戰略推動業務增長，新功能正加速落地。
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