AI Daily Report: Is NVIDIA About to Be "Disrupted"? Alphabet's TPU Business Gains Revaluation, Emerges as "Best NVIDIA Alternative"

Deep News
Sep 04

In this rapidly evolving era, artificial intelligence technology is advancing at unprecedented speed, creating widespread opportunities. The AI Daily Report is committed to uncovering and analyzing the latest AI concept stocks and market trends, providing in-depth industry insights and value analysis.

**AI Quick Updates**

1. **DeepSeek reportedly plans to release AI model with advanced agent capabilities by year-end.** According to sources familiar with the matter, DeepSeek is developing an AI model with more advanced agent capabilities to compete with U.S. peers such as OpenAI in this new frontier of technology. Sources indicate that the Hangzhou-based startup is building an AI model that aims to execute multi-step operations on behalf of users with minimal user instructions. The system can also learn and improve based on previous operations. Company founder Liang Wenfeng is urging the R&D team to release the new software in the final quarter of this year.

2. **ByteDance responds to chip business separation rumors: False, business entity has remained unchanged.** Recent rumors suggested that ByteDance's entire chip team had their permissions canceled, the business was separated from the group, transferred to a new entity without providing N+1 compensation, and the changes involved the entire chip team rather than just AI chip business, with efforts to create surface-level separation from ByteDance, operating under a Singapore company shell in the future. On September 4, ByteDance officials responded that the news was false rumors, stating that the entity of ByteDance's chip business has remained unchanged, and this was merely a switch of Feishu tenants, with various interpretations regarding layoffs, independence, and entity changes being inaccurate.

3. **Apple plans AI-powered web search tool for Siri next year, targeting OpenAI.** Apple plans to launch an AI-powered web search tool for Siri next year, competing against rivals like OpenAI and Perplexity. Apple is developing an internal system codenamed "World Knowledge Answers" that will be integrated into the Siri voice assistant. Apple has also discussed eventually adding this technology to its Safari web browser and Spotlight for searching on the iPhone home screen. The new search and Siri upgrades are planned for a software update called Luck E, corresponding to iOS 26.4, expected to be released as early as March next year.

4. **xAI's CFO departed at end of July.** Mike Liberatore, Chief Financial Officer of Elon Musk's artificial intelligence startup xAI, left his position at the end of July.

5. **Alphabet intensifies competition with NVIDIA in AI chip market.** According to The Information, citing sources familiar with the matter, Alphabet's Google has recently approached small cloud service providers that primarily lease NVIDIA chips, hoping they will also deploy Google's artificial intelligence chips in their data centers. Google has reached agreements with at least one cloud service provider, including London-based Fluidstack, which will deploy Google's Tensor Processing Units (TPUs) in its New York data center. On September 3, D.A. Davidson analyst Gil Luria noted in his latest report that over the past year, Alphabet has significantly narrowed the gap with NVIDIA and has now become the "best NVIDIA alternative."

**Tech Giants Daily Report**

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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