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 2026年4月15日 下午05:26. This post contains 1 video.

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2026年4月15日 下午05:26
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Shay Boloor
@StockSavvyShay
2026年4月15日 下午05:26

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View this X/Twitter post from @StockSavvyShay published on 2026年4月15日 下午05:26. 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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