Buy the dip? Analysts argue Nvidia and AMD still key as AI winner remains unclear

Investing.com -- Alphabet and Broadcom shares are rallying his week after a report from The Information said Meta Platforms is considering a major deal to rent and potentially purchase Google’s custom TPU chips starting in 2027. The prospect of Meta shifting part of its AI compute roadmap toward Alphabet silicon sparked a sharp rotation across the AI complex, lifting names tied to Google’s hardware ecosystem while pressuring Nvidia and AMD. The move accelerated a winner-take-all narrative that h