This time, Google isn’t just simply filling in a piece of the AI compute puzzle—it’s pushing forward two tracks at once: training and the Agent. If the market continues to treat compute as the main storyline, capital will most likely first move toward and push the assets whose narratives are most closely tied to inference, GPU, and Agents—$RNDR, $TAO like this will be easier to spot.


$FET
TAO-1.21%
FET-0.61%
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