Alphabet is reportedly in advanced talks with Marvell Technology to co-develop two new AI chips, including a Memory Processing Unit and an inference-optimized TPU. This collaboration is expected to enhance Google's AI offerings and further integrate Marvell into its AI stack, while boosting Marvell's shares significantly. With the announcement of next-gen chips anticipated at the upcoming Google Cloud event, Alphabet aims to solidify its competitive edge against Nvidia in the AI market.
“Jason prefers Alphabet, an AI winner with that YouTube kicker.”
“Several Mag 7 companies (Amazon, Alphabet, Meta, Tesla) reported very low effective US federal tax rates in 2025—collectively ~4.9% on $315B profits per ITEP, with Tesla at $0 on $5.7B. They rely on standard legal strategies like R&D expensing/credits, accelerated depreciation, NOLs, and offshore structures available to multinationals.”
“Technology companies basically took over the world in the last 20 30 years and that's Apple, Nvidia, Microsoft, Alphabet, Amazon.”
“the market's not looking out too far, but far enough that they're valuing Tesla a bit like a tech company. I believe that if they value Tesla like a true tech company, they would be up there in the Nvidia and Alphabet rank.”
“In the robotaxi front, Tesla has a lot of catching up to do with Alphabet’s GOOGL Waymo, which is the frontrunner in this space.”
“Christopher Zook breaks down why he’s bullish on AI leaders like $GOOGL and $NVDA, but cautious on $AAPL.”
“Microsoft, Nvidia, Alphabet, Meta, and Tesla have even less exposure (software/AI/US-centric manufacturing). This is a one-time cash bump for importers of tariffed consumer goods, not a broad Big Tech catalyst.”
“$GOOGL will launch its next generation TPUs this week. The narrative in the press will be Google vs. $NVDA.”
“I strongly suggest not spinning wheels on the TPU versus GPU debate. Right now all capacity is good capacity because we don't have close to enough compute.”
“Nvidia also benefited significantly from legal tax strategies such as R&D credits, accelerated depreciation on AI/data center investments, stock-based compensation deductions, and provisions from recent tax laws (including extensions of 2017 TCJA rules) to reduce federal income tax liability.”
“It's legit coincidence that it's catalyst ( $JBL ) after catalyst (Nasdaq listing) after catalyst ( $GOOGL + $MRVL ), after catalyst ( $GFS ), after catalyst ( $GFS + $AMD ).”
“$MRVL shares jumped after a report that the chipmaker is in talks with $GOOGL to build new AI chips with inference.”
