Google CEO @sundarpichai says the U.S. "must take the lead" on artificial intelligence "and develop it boldly and responsibly so every American benefits.”
"I’m optimistic, not because I believe in technology, but because I believe in people, and the sheer power of American ingenuity,” he says.
THE INFRASTRUCTURE BEHIND THE $GOOGL AI EMPIRE
AI Chips
• $AVGO helps Google design custom TPUs so it can lower AI chip costs & avoid $NVDA pricing
• $TSM only foundry currently capable of producing Google’s leading-edge TPUs at scale with acceptable yields.
• $ARM licenses the CPU architecture Google uses alongside TPUs for AI inference & control
• $CDNS sells the software Google uses to design each new generation of AI chips
• $SNPS provides chip testing/ IP so Google can ship complex TPUs without failures
• $AMKR packages TPUs + memory together so Google can run them at data-center scale
AI Networking
• $ALAB supports high-speed rack-level connectivity as Google scales TPU pods
• $MRVL supplies custom networking chips inside Google’s AI data centers
• $CRDO licenses data-transfer technology used inside Google’s AI hardware
• $ANET supplies switches that route traffic inside Google’s AI clusters
• $CIEN moves data between Google’s data centers over long distances
AI Utility
• $CIFR supplies energy-backed sites supporting large AI workloads
• $WULF operates power-dense infrastructure where large-scale compute can be deployed
AI Memory
• $MU adds DRAM + HBM supply as Google expands AI inference
• $WDC stores the massive datasets Google uses to train AI models
AI Optics
• $LITE supplies optical components used inside Google’s AI data centers
• $COHR provides lasers needed for high-speed optical data transmission
AI Power
• $VRT provides cooling infrastructure that keeps Google’s AI hardware onlin
3 years ago today, ChatGPT was announced.
Since then, the S&P 500 has added +$24 TRILLION, or +2,900 points.
That's +$22 billion PER DAY for 1,096 days straight.
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