$Alphabet(GOOGL.US)Gemini 3.7f’s direction feels increasingly similar to DeepSeek: prioritizing speed, efficiency, and lower costs rather than simply scaling compute. If this trend continues, Google may eventually need less hardware to achieve the same level of AI output. That could become a major shift for the AI infrastructure story, because growth in AI capability may no longer require hardware spending to rise proportionally. The next question is whether efficiency gains can outpace the demand created by wider AI adoption.
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