Nvidia’s toughest competition might just be Alphabet — but there’s a catch - MarketWatch

1. Analyst Gil Luria cites GOOGL as a strong Nvidia GPU alternative. 2. Luria estimates GOOGL's TPU and DeepMind worth $700 billion combined. 3. Alphabet's TPU commercial viability limited by accessibility for developers. 4. Luria criticizes GOOGL for missing out on a $4 trillion hardware market. 5. Current valuation estimates GOOGL at $3.5 trillion with a $200 price target.