"Google Supply Chain" replaces "OpenAI Supply Chain"?

Wallstreetcn
2025.11.22 00:50
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Goldman Sachs trader Mike Wilson pointed out that Google's Gemini shows significant progress compared to ChatGPT, but the market's reaction has been sluggish and mispriced. Analysis from EMEA technology sales and trading colleagues Sean Johnstone and Lena Rowe indicates a strong substitution trend of Google's supply chain for the OpenAI chain