How Serious Is Alphabet's Threat to Nvidia?

Impact · against what's priced in

The article provides no meaningful catalyst for NVDA or GOOGL as its core claims regarding TPU competition and growth guides are already baked into the current market prices. MSFT and SOFI are not materially impacted by the specific data points provided.

MSFT+0.00

Doesn't touch the price's assumptions

In context

The article mentions hyperscalers generally but provides no specific data regarding Microsoft's revenue, margins, or backlog.

What MSFT's price assumes · Sep 21

• SOFI▲80%
• earnings
• NVDA
• semiconductors
• MSFT
• data centers
• ai
• cloud computing
• GOOGL
• ai chips