谷歌母公司Alphabet以47.5亿美元收购清洁能源开发商Intersect，以应对AI算力激增带来的电力需求。此举凸显科技巨头在AI竞赛中对稳定能源供应的迫切需求。
摩根士丹利研报显示，谷歌计划对外销售TPU芯片，目标2027年出货100万颗，其中50万颗预计为云业务带来130亿美元增量收入，占云收入11%，提升EPS约3%。消息推动Alphabet股价月涨近20%，跑赢纳指。谷歌正从自用转向对外销售模式，Meta为首批重点客户。
11月25日美股早盘，英伟达股价一度跌超7%，较上月历史高位回落逾20%。其合作伙伴超微电脑、甲骨文及CoreWeave股价也随之下滑。分析指出，投资者担忧谷歌母公司Alphabet自研AI芯片TPU可能冲击英伟达市场地位，引发此轮下跌。
谷歌母公司Alphabet第三季度收入达1020亿美元，同比增长16%，延续近年增长趋势。CEO皮查伊强调人工智能战略推动业务增长，新功能正加速落地。
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