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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 (SiliconANGLE) from Techmeme RSS feed.
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 (SiliconANGLE)
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 …