Alphabet's TPU Shipments Set to Explode to 8.8 Million

Hold up! Alphabet is about to unleash a wild 8.8 million TPUs by 2027—like, from 2.76 million in 2024 to this next-level explosion? They’re diving deep into custom silicon chips for cloud magic. With a $514 billion backlog, Google’s gotta hustle for their Gemini AI to keep cranking out 22 billion API tokens per minute. Other chip stocks? Total chaos. Analysts are split—some are all in, while others are just like, 'What’s the vibe?'