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Story summary
- Alphabet Inc. and NVIDIA Corporation are key players in the AI processing unit market, with NVIDIA supplying GPUs and Alphabet developing TPUs.
- Alphabet's TPUs are gaining traction but serve a niche and do not fully compete with NVIDIA's offerings.
- Analysts expect NVIDIA to grow 65%, while Alphabet is projected to grow about 7%.
- As a result, NVIDIA shows a higher upside, and Alphabet remains a stable long-term investment.
