@NotA_Bull Definitely Google.
NVIDIA has massive upside, but Google touches almost every layer of the AI stack: infrastructure, models, data, distribution, cloud, products, and users.
For a decade long hold, I want the company with more ways to win.
@JamieMoranUK Majority of these games are made with Unreal Engine 5, which dramatically reduces the cost of making a game. Studios like Rockstar, Ubisoft, Bethesda has their own engines which is costly to develop. Not defending overly expensive games, just some perspective.