Much of Google's AI software doesn't run on industry-standard Nvidia chips, but instead on its own tensor processing units.

The semiconductor sector has become shorthand for the AI boom, and Invesco PHLX Semiconductor ETF (NASDAQ:SOXQ) sits at the center of that trade. Trading at $64.24 per share as of February 9, 2026, ...

Nvidia still reigns, but a structural shift toward custom silicon is creating a new hierarchy of winners and laggards, and analysts are spilt.

Broadcom Inc. AVGO stock traded higher on Thursday as investors cheered a fresh wave of optimism around AI infrastructure ...

Google and Amazon made billions of dollars in the AI chip business over the past year, showing other companies that Nvidia isn’t the only game in town.

The Fight for the World's Most Critical Technology," says Google's TPU is designed especially for machine learning, while ...

The prospect of Meta shifting a large slice of its AI workloads onto Google’s custom chips is more than a big-ticket cloud contract. It is a direct challenge to Nvidia’s grip on the most critical ...