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<rss version="2.0"><channel><title>Evercore raises Alphabet estimates on potential TPU hardware sales (GOOG:NASDAQ) — Live Feed</title><link>https://www.live-feeds.com/feed/evercore-raises-alphabet-estimates-on-potential-tpu-hardware-sales-goog-nasdaq</link><atom:link xmlns:atom="http://www.w3.org/2005/Atom" href="https://www.live-feeds.com/feed/evercore-raises-alphabet-estimates-on-potential-tpu-hardware-sales-goog-nasdaq/rss.xml" rel="self" type="application/rss+xml"/><description>Continuously updated, source-cited coverage.</description>
<item><title>Evercore Raises Alphabet Estimates On Potential TPU Sales</title><link>https://www.live-feeds.com/feed/evercore-raises-alphabet-estimates-on-potential-tpu-hardware-sales-goog-nasdaq</link><guid isPermaLink="false">https://www.live-feeds.com/feed/evercore-raises-alphabet-estimates-on-potential-tpu-hardware-sales-goog-nasdaq#u143545</guid><pubDate>Wed, 21 Oct 2026 16:13:18 +0000</pubDate><description>Evercore raised its Alphabet forecasts, pointing to potential sales of Google in-house Tensor Processing Units as a major catalyst. According to Evercore, these proprietary AI hardware components could evolve into a significant Google Cloud revenue driver. The firm projects that TPU sales could account for as much as thirty five percent of total cloud revenue by the year twenty twenty seven. Meanwhile, Alphabet shares have experienced mixed market reactions, recently trading down despite broader bullish calls from various financial analysts regarding artificial intelligence chip demand and clo</description></item>
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