链研社|AI First🔶💧
链研社|AI First🔶💧|Nov 27, 2025 12:56
In the AI era, Google is the only company with 'full-stack sovereignty': 1. Chip layer: TPU frees it from Nvidia's 'tax' and offers the lowest inference cost 2. Model layer: Gemini 3 helps reclaim victory in the battle of large models 3. Access layer: Android and Chrome provide default entry points for billions of users 4. Funding layer: The search business supplies nearly unlimited R&D ammunition
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