Alphabet CEO Sundar Pichai Just Made a Decision That Could Move Nvidia and Broadcom Stock

Alphabet has begun selling custom TPU (Tensor Processing Units) chips to external customers, creating a new revenue stream that could drive future growth. This move puts Alphabet in direct competition with Nvidia while benefiting Broadcom, which has a long-term partnership with Alphabet to design TPUs through 2031. The company's strong cloud business growth (82% YoY) and dominant position in digital advertising position it well for long-term outperformance.