$NVIDIA(NVDA)$ AI Performance: It delivers up to 275 TOPS (Trillion Operations Per Second) of AI performance, which is more than 8 times the performance of the previous generation Nvidia Jetson AGX Xavier.
$Alphabet(GOOG)$ There's much to like about Google. Just look at where it's heading. Isomorphic Labs, Waymo, robotics, Gemini, quantum computing, interest in SpaceX, Anthropic, Nano Banana, YouTube, and many more initiatives.
$Alphabet(GOOG)$ I think if you're paying attention, Anthropic and Google are going to disrupt many areas. Anthropic for enterprises and Google for consumers. Google is only just getting started.
China's continued desire for the H200 tends to indicate $NVIDIA(NVDA)$ 's standing against their best chips. The additional revenue is merely cream on top.