A new trend in AI has emerged in the US stock market, with "Google + Broadcom" challenging "OpenAI + Nvidia". Following the release of Gemini 3 and the launch of the Antigravity platform, Google's stock price has continued to rise, with its market capitalization approaching $4 trillion.
Google is still the leader in "tech giants developing their own chips" and is collaborating with Broadcom to develop high-end chips because NVIDIA's chips are too expensive and have too high profit margins. Besides Google, Microsoft, Amazon, Meta, and Alibaba are all doing this. Even OpenAI, which has a close relationship with NVIDIA, is doing the same. This means that NVIDIA's current monopoly on high-end GPUs and extremely high profit margins will face challenges; there is no "class solidification" in the field of artificial intelligence, and no giant can guarantee that it will remain prosperous in the future.
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A new trend in AI has emerged in the US stock market, with "Google + Broadcom" challenging "OpenAI + Nvidia". Following the release of Gemini 3 and the launch of the Antigravity platform, Google's stock price has continued to rise, with its market capitalization approaching $4 trillion.
Google is still the leader in "tech giants developing their own chips" and is collaborating with Broadcom to develop high-end chips because NVIDIA's chips are too expensive and have too high profit margins. Besides Google, Microsoft, Amazon, Meta, and Alibaba are all doing this. Even OpenAI, which has a close relationship with NVIDIA, is doing the same.
This means that NVIDIA's current monopoly on high-end GPUs and extremely high profit margins will face challenges; there is no "class solidification" in the field of artificial intelligence, and no giant can guarantee that it will remain prosperous in the future.