💰 Google deserves to be valued like a $4T company
It is the only player that controls every layer of the AI stack & compounds them inside one ecosystem.
AI Silicon
• Google builds & trains on its own silicon which means TPUs remove the $NVDA markup that every other player pays & create a structurally lower cost of compute. The fact that $META & Anthropic are already in active discussions to purchase billions of dollars of TPU capacity confirms that Google’s hardware strategy is working at scale.
AI Data Engine
• Google also trains on the richest real-time data corpus in the world. Search,
It is the only player that controls every layer of the AI stack & compounds them inside one ecosystem.
AI Silicon
• Google builds & trains on its own silicon which means TPUs remove the $NVDA markup that every other player pays & create a structurally lower cost of compute. The fact that $META & Anthropic are already in active discussions to purchase billions of dollars of TPU capacity confirms that Google’s hardware strategy is working at scale.
AI Data Engine
• Google also trains on the richest real-time data corpus in the world. Search,
