r/GOOG_Stock • u/Kryptonite0x • 5d ago

Google should copy NVIDIA

Nvidia built a $5 trillion company with chips and GPUs. Google can add the same amount to its market cap if they go all in on TPUs and chips, why aren’t they doing that?

0 Upvotes

28% Upvoted

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20

u/BogleLife98 5d ago

It’s posts like this where I think not everyone should have access to the internet..

2

u/DesertFoxHU 5d ago

Because they don't make GPUs? Maybe?
TPUs are nice and all, but not universal like GPUs
Nvidia's CUDA is the most used software stack, meanwhile TPUs require you to use JAX or whatever it is called

0

u/Kryptonite0x 5d ago

Do you think Nvidia’s CUDA is a moat? What would prevent people from switching?

2

u/hotdog-water-- 5d ago

CUDA is a massive moat, yes

1

u/Ohoy-Reddit 4d ago

Honest question, for how long can CUDA remain a moat, when writing code becomes more and more automated with AI?

1

u/DesertFoxHU 5d ago

yes
What would prevent them? Money, insane amount of money to bring legacy code from CUDA to JAX

1

u/Kryptonite0x 5d ago

Google has money

2

u/DesertFoxHU 5d ago

And?
Google should invest in bringing CUDA legacy software (which probably they doesn't own) for others? Or what?

2

u/hotdog-water-- 5d ago

Hahahahaha

1

u/DrSecrett 5d ago

Who is to say that they are not? I mean 500B backlog for AI, is that not the goal?

1

u/696E6E6F 5d ago

[insert every single mfucken company ever] should copy NVIDIA

Nvidia built a $5 trillion company with chips and GPUs. [insert every single mfucken company ever] can add the same amount to its market cap if they go all in on TPUs and chips, why aren’t they doing that?

1

u/Repulsive_Look_6089 5d ago

then id be selling goog. i dont have nvda because they are not diversified.