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> Google does not really own the complete AI stack, NVDA is extracting a lot of the value there. What are you saying..... Google is literally the only player t
by almostgotcaught 1y ago
> Google does not really own the complete AI stack, NVDA is extracting a lot of the value there.
What are you saying..... Google is literally the only player that does not buy tons of Nvidia devices because they have TPUs.