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According to a research report issued by CITIC Securities, Google has recently ramped up its efforts in the AI sector, showcasing its prowess in integrating software and hardware, and underscoring the suitability of its self-developed TPU chips for accelerating AI computations. As reported by The Information, Google is engaged in talks with Meta about selling TPUs externally. If these discussions lead to a successful outcome, it would signify a significant leap forward in the ASIC business model. CITIC Securities holds the view that NVIDIA's GPUs will retain their status as the primary AI computing chips. Nevertheless, by 2026, the Google TPU industrial chain is anticipated to emerge as one of the most vibrant sub-sectors within the AI hardware realm. Therefore, it is prudent to keep an eye on opportunities arising in computing infrastructure and application deployment.
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