Shay Boloor · @StockSavvyShay

Jensen Huang basically argued that $GOOGL TPU is a specialized chip while $NVDA owns the broader AI compute s...

View this X/Twitter post from @StockSavvyShay published on 15 Nisan 2026 17:26. This post contains 1 video.

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15 Nisan 2026 17:26
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View this X/Twitter post from @StockSavvyShay published on 15 Nisan 2026 17:26. This post contains 1 video.

Jensen Huang basically argued that $GOOGL TPU is a specialized chip while $NVDA owns the broader AI compute stack that developers actually build on.

The real moat is not just the chip but CUDA, programmability and distribution across every major cloud. 

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