WS #12483
Google is developing 'Frozen v2' AI inference chip for Gemini, signaling continued AI infrastructure spending, bullish for custom silicon enablers (AVGO, TSM, MRVL) and slightly bearish for NVDA's inference market share.
Google AI Chip Development
Google is developing 'Frozen v2' AI inference chip for Gemini, signaling continued AI infrastructure spending, bullish for custom silicon enablers (AVGO, TSM, MRVL) and slightly bearish for NVDA's inference market share.