$Alphabet(GOOG)$ $Alphabet(GOOGL)$ GOOG is way ahead in AI race than you think. It has the largest AI computing capacity among cloud providers. What’s even better is that 70% of its capacity comes from its own TPU chips. $Microsoft(MSFT)$ and $Amazon.com(AMZN)$ are completely dependent on $NVIDIA Corp(NVDA)$ . I can’t imagine being bearish GOOG.
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