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AI chip stocks in focus as Google's custom chip push reshapes memory market

Investors are weighing AI chip and infrastructure stocks including Alphabet, Nvidia, CoreWeave and SK Hynix, while Google's expanding custom AI chip business opens new memory supply opportunities for Samsung and SK hynix beyond Nvidia.

Read the full story at The Globe and Mail ↗

Timeline · 3 reports

  1. 2026-11-12 07:30 · Economic Times Tech
    Google's expanding AI chip business opens new opportunities for Samsung, SK hynix beyond Nvidia
  2. 2026-11-12 00:20 · The Globe and Mail
    Nvidia vs. SK Hynix: Which AI Chip Stock Is a Better Buy for 2027?
  3. 2026-11-11 12:37 · The Globe and Mail
    Alphabet or CoreWeave: Which AI Stock Is Better to Buy in a Market Crash?

More stories

  1. CoreWeave beats Q3 revenue estimates, rules out new unsecured debt through 2027 — The Globe and Mail
  2. Google adds TPU 8tx and 8i Max to eighth-generation AI chip lineup — Google: The Keyword
  3. CoreWeave Launches Physical AI Launchables for One-Command Workloads — CoreWeave Blog
  4. Anthropic says AI ported Claude to AMD GPUs in three days, challenging Nvidia's CUDA lead — The Decoder
  5. SK Hynix turns to Nvidia AI and GPUs to accelerate memory chip simulations — DigiTimes Asia
  6. One UI 9.5 may bring Pixel 11's 'Rambler' voice-to-text feature to Samsung Keyboard — 9to5Google
  7. Nvidia probe fuels push for China chip curbs, raising risks for Samsung, SK Hynix — DigiTimes Asia
  8. Nvidia GPU ecosystem faces intense competition from Google proprietary custom silicon TPUs in AI infrastructure — DEV Community — AI

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