SiliconANGLE:

Google's TPUs and Gemini are competitive but Nvidia's and OpenAI's first-mover advantage makes their lead seem durable, and Google faces the innovator's dilemma  —  Two prevailing narratives have driven markets recently.  The first is that Nvidia Corp.'s moat is eroding primarily thanks …

SiliconANGLE:

Google's TPUs and Gemini are competitive but Nvidia's and OpenAI's first-mover advantage makes their lead seem durable, and Google faces the innovator's dilemma  —  Two prevailing narratives have driven markets recently.  The first is that Nvidia Corp.'s moat is eroding primarily thanks …

Source: TechMeme
Source Link: http://www.techmeme.com/251222/p6#a251222p6