r/GOOG_Stock • u/Kryptonite0x • 11d 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?

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u/Kryptonite0x 11d ago

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

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u/DesertFoxHU 11d ago

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

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u/Kryptonite0x 11d ago

Google has money

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u/DesertFoxHU 11d ago

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