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

180$

Die lahme Ente kommt nicht aus dem Knick. Bald 125 $ !!

Glaub das war es für heute

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.

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.