Meet Kevin on $GOOGL (Nov 9, 2026)
The speaker does not own Google and prefers another chipmaker over Google, even with Google's TPU8 chip effort with a partner; this is his own opinion.
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Google pushes new AI chips. Are those their Marll partnership ones?
what's the Google chip? Google unveiled two variants of its in-house chips. Uh, it's TPUs. Uh, oh, this is the these are in collaboration with Broadcom, not Morphell. Uh, okay.
TPU8x was targeted at businesses and government running sensitive data for secure and confidential inference, right? So, how how do they keep the CEO secure? That's bad. It's too soon, Kevin.
It's too soon for this. TPU 8 max scales computer memory locks DAP so processors remain equipped with central data. Right? Because there's basically this is the idea that you know you can't you don't want to overload the chip with too much headroom.
Uh if you add too much memory you end up with stranded memory. Uh so you want to balance the processing power with memory needs basically you know oversimplifying but basically what they mean here.
I do not own Google. I embarrish Google. I am sorry Google. I know they just came out with the TP8 that they're working on in combination with Broadcom. I would rather own Broadcom than Google. My take, my opinion.
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