Wall Street: Google's TPU AI Chip Edge Now Harder to Ignore

Wall Street analysts highlight Alphabet's eighth-gen TPUs (8t training, 8i inference) as a growing AI competitive advantage, with inference focus potentially lifting cloud sales and P/E to mid-30s. Reports began April 19 with Google-Marvell talks for AI chips amid 47% cloud revenue growth to $16B and 55% backlog surge to $240B. April 22 unveiled TPU 8t (2.8x price-performance vs Ironwood) and TPU 8i (80% faster, 384MB SRAM, triple prior); shares rose 1.5% pre-market as Morgan Stanley projects $13B from 500,000 TPUs in 2027.