Nvidia trembles in fear? Google's TPU is expected to become the "magic tool for increasing revenue" with sales aiming at nearly one trillion US dollars.

According to the Securities Times Finance app, Google (GOOGL.US) stock price has surged by about 31% so far in the fourth quarter, making it the tenth highest quarterly gain in the S&P 500 index. The increasing attention to Google's self-developed TPU (Tensor Processing Unit) and the powerful performance demonstrated by the AI model Gemini 3 trained by TPU are important reasons driving the stock's outstanding performance. Now, investors are increasingly optimistic that Google may start selling TPU to third parties, opening up a new source of revenue worth nearly a trillion dollars.