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Google's move this time is really quite aggressive. 🤯
They signed a huge deal worth 200 billion with Anthropic, and their market value is directly approaching NVIDIA. There's a great analogy in the video: Google is turning into the "electric utility company" of the AI era.
Whether you're using Gemini or Claude, the underlying infrastructure still relies on my cloud and self-developed chips (TPU). This isn't just about selling cloud services; it's basically the "rent collection boss" in the AI industry. 🏠
This video explains Google's entire industry chain layout quite thoroughly, and it feels like the script for the second half of AI is about to change. Recommended to watch. 👇