Much of Google's AI software doesn't run on industry-standard Nvidia chips, but instead on its own tensor processing units.

Quick Read Invesco PHLX Semiconductor ETF (SOXQ) surged 64% over the past year and gained 15% year-to-date in 2026. NVIDIA represents 10.75% of SOXQ. AMD and Broadcom together add another 14.82% in AI ...

MediaTek Inc. shares notched their best two-day rally on record, as investors flock to the Taiwanese chip designer on excitement over its tie-up with Google.

Alphabet's earnings commentary underscored why it would be a smart financial move if Google started selling its custom ...

Google DeepMind is hiring a team lead to head AI chip design research engineering efforts. The company claims that its ...

Nvidia still reigns, but a structural shift toward custom silicon is creating a new hierarchy of winners and laggards, and ...

The Fight for the World's Most Critical Technology," says Google's TPU is designed especially for machine learning, while ...

Google and Amazon made billions of dollars in the AI chip business over the past year, showing other companies that Nvidia isn’t the only game in town.