# Guc

> Markdown twin of https://roboterminal.app/companies/guc · https://roboterminal.app/companies/guc.md

## On shared sources

- [TSMC](https://roboterminal.app/companies/tsmc) (2)
- [Google](https://roboterminal.app/companies/google) (1)
- [IBM](https://roboterminal.app/companies/ibm) (1)
- [Meta](https://roboterminal.app/companies/meta) (1)
- [Microsoft](https://roboterminal.app/companies/microsoft) (1)
- [NTT](https://roboterminal.app/companies/ntt) (1)
- [NVIDIA](https://roboterminal.app/companies/nvidia) (1)

## Pulse

- [@pequityresearch on X](https://x.com/pequityresearch/status/2112955387489996944)
  Expert call covering GUC – Google CPU & TPU v10 ASIC outlook, Microsoft Maia 200 ramp, TK1 vs. TK3 margin dynamics, TSMC capacity support, and 2027 hyperscaler volume trajectory. $MFFT $META $GOOGL ht…
- [@BitsWattsDesk on X](https://x.com/BitsWattsDesk/status/2095321688808575194)
  Yesterday I wrote that Japan is selling into this buildout while two Western names sit inside NVIDIA's power specification. That was half the picture, and this morning's reporting gives me the other h…

---

Source: Roboterminal · https://roboterminal.app/companies/guc.md