The Motley Fool 对 $GOOGL 的判断变化

It makes sense, just as payment companies take a small share, which is another reason why I prefer dealing with Meta or even Google; Firstly, because they offer good products, sometimes better than Anthropic or OpenAI, and secondly, because their core business is very profitable, which is probably why they are able to compete on price.

They have distribution to more than 3 billion users worldwide. I think it's a small favor on their part.

And one of the ones that we agreed wholeheartedly has a huge opportunity ahead of them is Alphabet in Google. So, Alphabet not only is one of Nvidia's biggest customers accounting for somewhere around 10 to 15% of their revenue.

It's also one of their biggest competitors with TPUs. So, they're using that to power not only their own AI devices, but also their own cloud. They're selling them to companies like Anthropic who are training on TPUs.