drchelsea1

GOOG - $104.55 Breakout, Market Finally Got Wind TPUs!

לונג
drchelsea1 מעודכן   
NASDAQ:GOOG   #NASDAQ:GOOG-תיאור-סימול
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.
הערה:
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.
הערה:
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.
הערה:
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)
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