NVIDIA WKN: 918422 ISIN: US67066G1040 Kürzel: NVDA Forum: Aktien Thema: Hauptdiskussion

Oh.Schaut man hier ein paar Stunden nicht rein, schaut's gar nicht mehr so traurig aus Pünktlich um 15:30 gedreht ?

Nvidia's Dominance Tested — Is Alphabet Stealing The AI Spotlight? The AI chip war is intensifying, and it's no longer just about speed. Alphabet Inc. (NASDAQ:GOOGL) just delivered one of its strongest stock performances in years, riding a wave of investor excitement over next-gen AI models and a powerful in-house chip that now threatens Nvidia Corp.‘s (NASDAQ:NVDA) once-uncontested dominance in the artificial intelligence arms race. Alphabet shares outperformed Nvidia by an eye-popping 30 percentage points in November, marking their most dominant one-month excess return since 2017. Alphabet is the top performer among the Magnificent Seven in 2025, with shares up 70% year to date—more than double Nvidia's gains. Fueling the rally is more than just hype: it's the debut of Gemini 3, Google's most advanced AI model yet, and the rising impact of Tensor Processing Units (TPUs), its custom-built chip designed to rival Nvidia's monopoly in AI compute. Is this truly the moment when Nvidia's reign over AI chips begins to fade, making room for a new dominant force to emerge?What Makes Google's TPUs Different Compared To Nvidia’s GPUs? Gemini 3, released just eight months after its predecessor, signals a shift in the AI landscape. It blends language, vision and logical reasoning in a way that, according to experts, pushes the boundaries of what AI can do. With 650 million monthly active users, Gemini is rapidly catching up to OpenAI's ChatGPT, and it's powered entirely by Google's TPUv7 chips, built in partnership with Broadcom Inc. (NASDAQ:AVGO), a direct rival to Nvidia's Blackwell GPUs. Google's TPUs aren't just cheaper or faster—they're fundamentally different in architecture. "The investor debate has now shifted to competition—between OpenAI and Google Gemini LLMs, and between Google/AVGO-based TPU and incumbent NVDA GPU-based chips," said Bank of America’s semiconductor analyst Vivek Arya in a note Monday. While Nvidia's Blackwell offers top-tier performance for nearly every type of task, Google's chip shines in certain use cases and are particularly tailored for AI inference and training. Arya acknowledged that Nvidia's Blackwell chips, including the latest B300/GB300, still deliver the most comprehensive performance across a wide range of AI tasks. But in specific use cases—particularly for inference using floating point eight (FP8) precision—Google's TPUv7 is proving to be more efficient and cheaper to run. Arya highlighted that TPUv7 can outperform Blackwell Ultra in performance per watt, delivering 5.42 teraflops per watt in FP8 workloads versus 3.57 teraflops per watt for Nvidia's chip. In terms of cost, the TPUv7 is estimated at $3.50 per hour to rent internally, compared to Nvidia's $6.30 per GPU per hour. This can lead to a total cost of ownership up to 40% lower for TPUv7 on the right workloads. Why Nvidia May Still Have The Upper Hand Despite its efficiency and price edge on certain metrics, TPUv7 has one major hurdle: limited availability.

Dann hast du hier deine wertvolle Zeit verschwendet.

@Octavia222 vielen Dank für 521$ für die Prophezeiung

Es sieht extrem bullisch aus.

174 ist ein einstiegspunkt (DBW!!), von mir aus 175 ... 181 mit WSK .. SKS wichtig und beobachten, kommt mit DBW untere Grenze sehr gleich. Aber ich lass euch wieder .. viel erfolg PS.: Nehmt nicht so viel ernst was hier geschrieben wird. Außer die news habe ich nicht so viel sinnvolles gelesen.

Der einstige Support ist zum Wiederstand geworden. Macht dann natürlich Sinn kurz vorm Wiederstand rein zu gehen. 😁

Jetzt bin auch mit kleinen summe bei 🤣 falls jetzt doch fällt, hab ichs kaputt gemacht

Die haben ja auch Resetbarrieren :) checkt mal die ISIN

Deathcross sagte man vor kurzem . Was so bedeutet wie crash .

Bist ja schlimmer dran als ich 😁

Psychologie spielt eine große Rolle ausser du hast Insiderwissen

Chartechnik ist doch eh für die Katz. Ja, im Nachhinein ist chartechnik komischerweise immer richtig, aber für vorhersagen unbrauchbar. Ich hab auch schon viele M im Chart gesehen, genauso aber auch viele W und manchmal sogar ganze Wörter und Sätze.

Nicht falsch verstehen finde jedes Zeichen in die richtige Richtung gut.

Schau mal den Kurs von Microstrategy an, dann weißt du, was runtergehen heißt 😁😉

Ich trau dem Braten nicht 🤣