CatalystTech/AI

Evercore ISI sees Alphabet's TPU business as the next revenue leg: Outperform reiterated, $450 PT (about 30% upside), with external AI chip sales modeled at $75B in 2027 and $113B in 2028. Selling sil

Evercore raised Alphabet estimates citing potential TPU hardware sales catalyst.

GOOG

$278.27

+0.08%

What changed

Evercore raised Alphabet estimates citing potential TPU hardware sales catalyst.

Why it matters

Evercore raised Alphabet estimates citing potential TPU hardware sales catalyst. — impact context not separately stored; see What changed.

Sources