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“Nvidia's pricing power rests on being the only viable option for AI training, but Anthropic just proved that isn't true anymore. Five generations of frontier Claude models were trained on Google's chips, not Nvidia's, at roughly half the cost. An expanding list of labs is said to be lining up for TPUs, which chips away at the monopoly premium that justifies Nvidia's valuation.”
Source
SemiAnalysisX“Successfully training models on TPUs has been de…”span
“Google TPUs continue to gain market share outside of internal Google workloads, giving frontier AI labs a viable alternative for training.”
Performance
Entry$205.66
Current$201.57
Since call+1.99%
Confidence72%
How this was scored
Entry$205.66Jul 9, 2026 · 13:02 UTC · paste.trade
Current$201.57Jul 9, 2026 · 15:41 UTC · Finnhub
Horizonnot specifiedparsed as default-30d
Verdict bandWIN ≥ +2% · LOSS ≤ −2%
Prices are point-in-time snapshots from the named provider. The verdict compares the return since entry against the band above.