On Monday, Anthropic signed a landmark agreement with Broadcom Inc. and Alphabet Inc.'s Google to secure multiple gigawatts of next-generation Tensor Processing Unit capacity, expected to come online starting in 2027.

Recent reports suggest that Google has once again made engineering changes to its Tensor Processing Unit, or TPU, pushing the chip's tape-out to around mid-2026. The product in question—known as the v8x and designed by MediaTek—has raised fresh concerns about whether MediaTek can scale its application-specific integrated circuit,

A survey has revealed that Google possesses AI chips equivalent to a quarter of the global AI computing (processing) capacity. As the AI competition shifts toward computational power beyond model performance,

Google said it's making Ironwood, the company's most powerful chip yet, widely available in the coming weeks. Ironwood, the seventh generation of Google's Tensor Processing Unit (TPU), was initially introduced in April for testing. Google says it's more ...

The three stocks I'm most bullish on in this space are Nvidia ( NVDA +2.03%), Broadcom ( AVGO +4.86%), and Alphabet ( GOOG +3.61%) ( GOOGL +3.90%). Although these three have been huge winners in the AI race already, winners tend to keep on winning, and I think that's exactly what this trio will do.

Both Nvidia (NASDAQ: NVDA) and Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) are down this year. Alphabet has tumbled