[avrionov]

NVIDIA operates at 70% profit right now. Not paying that premium and having alternative to NVIDIA is beneficial. We just don't know how much.

[kccqzy]

I might be misremembering here, but Google's own AI models (Gemini) don't use NVIDIA hardware in any way, training or inference. Google bought a large number of NVIDIA hardware only for Google Cloud customers, not themselves.