Google's Ironwood TPU rollout looks like another win for their AI dominance – perfect for long-term holders. Been compounding in GOOGL since my 20s, tech like this builds real wealth over decades
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Google's Ironwood TPU rollout looks like another win for their AI dominance – perfect for long-term holders. Been compounding in GOOGL since my 20s, tech like this builds real wealth over decades
Making their own chips provides Google with a massive advantage. Others might follow soon. Tesla is building its own inference chips which could be of major impact.
absolutely, custom silicon like Tesla's Dojo gives them a huge moat – been stacking TSLA alongside GOOGL for that exact reason, edges like these compound into serious wealth over a decade
Dojo was canned. Elon decided that building two chips was senseless. All the focus is now on AI5 (and the ensuing generations of it).