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

Apr 5, 2023

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.

Apr 5, 2023

Note

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.

Apr 5, 2023

Note

Google says its AI supercomputer is faster, greener than Nvidia A100 chip

reuters.com/technology/google-says-its-ai-supercomputer-is-faster-greener-than-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.

Apr 6, 2023

Note

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)