Nvidia is fantasticat the mome-To The Moon - Tiger Brokers Online Investing Community - To The Moon

Nvidia is fantasticat the moment, but the world economic outlook looks poor. Interest rates and inflation will climb. Contracting economies will. focus on energy and food. That trillion dollars worth of chip orders will dimish in priority also allowing time for competitors to bring other chips to the table .

Google Unveils Custom AI Chip Roadmap: Nvidia Moat Under Threat?

Google is accelerating its shift of AI workloads onto its in-house Ironwood TPUs, reducing dependence on external Nvidia GPUs. CoreWeave and Nebius business models rely entirely on reselling Nvidia compute capacity. Nvidia's latest earnings confirmed robust HBM demand, and Google's transition is a 3–5 year structural trend rather than a quarterly catalyst. Can Google's TPU roadmap genuinely threaten Nvidia's moat, or does Nvidia's customization capability remain irreplaceable?

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Comments

mark2012
04-17
mark2012
if anyone wants to know the true oil price type into Google ai, dated brent. its not the futures price sub $100 futures price but the actual cost refineries are paying for oil $123 p barrel. disturbing
mark2012
04-17
mark2012
ground operations are coming,. Trump is playing the cease fire card to buy time to get all his chess pieces in place. Then Checkmate
pinkuru
04-17
pinkuru
wise words

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CoreWeave and Nebius business models rely entirely on reselling Nvidia compute capacity.\nNvidia's latest earnings confirmed robust HBM demand, and Google's transition is a 3–5 year structural trend rather than a quarterly catalyst. Can Google's TPU roadmap genuinely threaten Nvidia's moat, or does Nvidia's customization capability remain irreplaceable?","image":"https://community-static.tradeup.com/news/eede1af8088e929b2944caeab39a2db8"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p>Nvidia is fantasticat the moment,&nbsp; but the world economic outlook looks poor. Interest rates and inflation&nbsp; will&nbsp; &nbsp; &nbsp; &nbsp;climb. 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