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Open original source ↗Morgan Stanley is modeling $84 billion in TPU sales for Google $GOOG in 2027 and $108 billion in 2028, a notable raise from its prior forecasts for $62 billion and $79 billion in both years, and up from $7 billion in 2026.
$NVDA $AVGO $AMD https://t.co/AQxgoSu0WR