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Ebube Jones

EXPLAINED: Will 8th generation tpus move the needle for google stock | Vintage Vibes

Alphabet Google Google Cloud Apple AVGO Broadcom

The AI buildout around Alphabet's Google (GOOG) (GOOGL) ecosystem is still picking up speed. Broadcom (AVGO) is deepening its long-term partnership with Google to make advanced chips, including hardware tied to Google TPUs, while Anthropic has lined up about 3.5 gigawatts of computing capacity tied to Google’s processors. 

On top of that, Alphabet’s 2026 capital spending could reach $175–185 billion, with a big chunk going into AI-focused data centers, which will ripple through both chip suppliers and the cloud side of the business.

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