Traded ValueAgreed, this topic is worth a look
GOOGL vs. NVDA: Is the comeback thesis credible?
Google’s full-stack AI strategy has been unfolding for over a month, and cracks in OpenAI’s circular financing narrative have prompted a seemingly sudden shift in the AI storyline.
For Google, this is a build-and-breakthrough arc: incremental upgrades compounded into a step-change, and more importantly, its business positioning has fundamentally shifted. As Anthropic places another 11bn TPU order and Meta advances a collaboration with Google on foundational language models...
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