Alphabet Option Return Rate
Rate Of ReturnThe competition at the model level has already reached a point where no significant gap can be made.
Next is the competition in data and ecosystem.
Now, it's Google's time.
From the recent situation where $Alphabet - C(GOOG.US) Gemini is blooming everywhere:
1. The pressure on OpenAI is increasing, and it will be even harder if they don't take action soon.
2. $NVIDIA(NVDA.US) poaching the head of Google's TPU further proves the success of TPU in inference.
3. TPU can't avoid the competition from $Taiwan Semiconductor(TSM.US), which benefits the entire AI industry!
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