$谷歌(GOOG)$_老虎社区_美港股上老虎

$谷歌(GOOG)$ 现在云业务增速不错，Meta、Anthropic都在租TPU用。接下来云大会、财报、I/O大会连着来。市场还老把谷歌当搜索公司看，云+AI这块估值没给够。

谷歌云发布两款第八代TPU芯片：8T主攻训练、8I面向推理场景，核心指向降低推理成本与支撑AI智能体规模化，预计于今年晚些时候上市供应，【4月22日-24日Google Cloud Next大会将召开，预计将发布新一代TPU架构。大家看好谷歌股价表现吗？哪些板块值得关注？】

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