> Google does not really own the complete AI stack, NVDA is extracting a lot of the value there. ...not sure what you're implying. Google most definitely has

> Google does not really own the complete AI stack, NVDA is extracting a lot of the value there. ...not sure what you're implying. Google most definitely has their own stack (spanning hardware-to-software) for AI. Gemini was trained on in-house TPUs: https://www.forbes.com/sites/richardnieva/2023/12/07/google-deepmind-gemini-tpu/ https://www.forbes.com/sites/richardnieva/2023/12/07/google-...