Alphabet has an Nvidia-like business inside it. It could be the most valuable part of the internet search giant. Some investors might not know that Alphabet has an AI chip business among its many segments.
Quantum computing stocks have seen quite a run-up in recent months, but determining which companies are leading the charge can be tough to navigate.
While companies like DeepSeek may find success in certain market segments, they face an uphill battle against this massive capital advantage. In other words, claims that demand for Nvidia's premium chips will collapse simply don't align with market realities and the trajectory of AI development.
One Analyst Firm Just Ranked Nvidia and Alphabet as Its Top 2 "Magnificent Seven" Stocks for 2025. Are Both Stocks Buys?
One analyst says Alphabet has great chips, but doesn’t seem to be doing enough to pursue the massive market opportunity in AI hardware.
In what marks the largest single-day drop in stock market history, Nvidia's valuation has been hit by China's answer to ChatGPT.
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US investigates DeepSeek’s access to Nvidia chips via SingaporeUS officials are deep into an investigation to find out if Chinese AI startup DeepSeek found a backdoor route to Nvidia’s high-end chips through Singapore, evading American export bans.
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DeepSeek: China’s cheap AI melts NVIDIA’s $600 billion, tanks $1 trillion from US techNVIDIA, the world's most valuable company until Monday, lost $600 billion of market value in a single day, the biggest in US stock history.
Alphabet also remains a popular pick among hedge fund managers. According to Insider Monkey data, 202 hedge fund investors have increased their positions in the company. Investors are particularly drawn to Google Cloud, which continues to grow at a 35% year-on-year rate, generating $11.4bn in quarterly revenue.
DeepSeek topped the Apple App Store chart and sparked fears the Chinese company was quickly catching up with OpenAI's ChatGPT while costing far less.
Related: Analyst reboots CrowdStrike stock price target on market conditions Decades later, the U.S. is facing another so-called Sputnik moment. The tech sector took a flying kung-fu kick recently when Chinese startup DeepSeek launched its latest AI model,
Alphabet's AI chip business could be worth $700 billion, potentially making it the most valuable part of the company.
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