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Research Articles

Google New Custom Silicon Replaces 10 Million Intel CPUs | Google Argos VPU

Google • By SemiAnalysis • 2021-06-02

A Chip Off The Old Block? New RISC-V Startup Garners Many Senior CPU Architects From Apple, Google, Marvell, Qualcomm, Intel, and AMD

Google • By SemiAnalysis • 2021-08-28

Rivos Inc | A Chip Off The Old Block? New RISC-V Startup Garners Many Senior CPU Architects From Apple, Google, Marvell, Qualcomm, Intel, and AMD

Google • By SemiAnalysis • 2021-08-30

SiFive Powers Google TPU, NASA, Tenstorrent, Renesas, Microchip, And More

Google • By SemiAnalysis • 2022-09-16

Amazon Web Services Infrastructure Inefficiencies Cause Cuts To Twitch Driving Creators To Google’s YouTube

Google • By SemiAnalysis • 2022-10-05

Why We Own Alphabet/Google (Ticker: GOOG)

Google • By Chit Chat Stocks • 2023-02-07

Google OCS Apollo: The >$3 Billion Game-Changer in Datacenter Networking

Google • By SemiAnalysis • 2023-03-17

Google AI Infrastructure Supremacy: Systems Matter More Than Microarchitecture

Google • By SemiAnalysis • 2023-04-12

Google "We Have No Moat, And Neither Does OpenAI"

Google • By SemiAnalysis • 2023-05-04

Google Gemini Eats The World – Gemini Smashes GPT-4 By 5X, The GPU-Poors

Google • By SemiAnalysis • 2023-08-28

Broadcom’s Google TPU Revenue Explosion, Networking Boom, VMWare Integration

Google • By SemiAnalysis • 2023-08-30

Friday Five: Meta's AR Glasses, Airbnb's Crackdown on Parties, Google & Apple's Search Deal, Amazon's R&D & more...

Google • By The Pragmatic Optimist • 2023-09-29

Google isn’t just losing market share in A.I. 2023 was rough for Chrome too.

Google • By The Pragmatic Optimist • 2023-12-14

What is Google so afraid of?

Google • By The Pragmatic Optimist • 2024-01-25

Is Google accelerating Broadcom's AI Accelerator Revenue?

Google • By Semiconductor Business Intelligence • 2024-03-08

Multi-Datacenter Training: OpenAI's Ambitious Plan To Beat Google's Infrastructure

Google • By SemiAnalysis • 2024-09-04

USA vs Google: Old Wine In A New Bottle

Google • By The Pragmatic Optimist • 2024-09-19

Deep|AI ASIC part I: Broadcom, Google, AMD

Google • By FUNDA • 2024-12-09

Preview|GOOG 2Q25: Will AI Overview Generate Incremental Revenue for Google?

Google • By FUNDA • 2025-07-21

Research|Gemini3: Pre-training Scaling Laws Continue to Deliver, RL May Bring Even Bigger Surprises Next, and We Remain Bullish on the Google TPU Supply Chain