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Can you provide sources for your claims by any chance? I think companies mostly use hugging face or PyTorch to interface with AI models as their basis and fine tune them with their propriety data. Their effort to dominate AI with tensorflow didn’t pan out. According to these following websites GCP is not the lowest price in terms of GPU: https://cloud-gpus.com/ https://gpus.llm-utils.org/a100-gpu-cloud-availability-and-pricing/ In terms of the stock price not benefiting might be the case. And their shift in culture might be a pivot point for Google: https://www.axios.com/2024/04/19/google-fires-employees-protest-israel If I had to choose, I would be bullish long term as well, given its dominating reach of Google products all around the world from Docs, Maps, Gmail, News, YouTube etc.

$META $GOOG 📈 https://www.fool.com/investing/2024/04/20/forget-nvidia-2-artificial-intelligence-ai-stocks/?source=eptyholnk0000202&utm_source=yahoo-host-full&utm_medium=feed&utm_campaign=article

Sources @bigbrainmoves TPUs Much lower cost basis Google to aquire, lower cost to inference, either for Google or passed onto the customer. https://www.semianalysis.com/p/tpuv5e-the-new-benchmark-in-cost https://www.pcmag.com/news/zuckerbergs-meta-is-spending-billions-to-buy-350000-nvidia-h100-gpus#:~:text=Each%20H100%20can%20cost%20around,to%20develop%20new%20AI%20models. Most AI startups choose GCP https://www.forbes.com/sites/johanmoreno/2023/07/25/70-of-generative-ai-startups-rely-on-google-cloud-ai-capabilities-says-alphabet-ceo-sundar-pichai/?sh=25468dd51243 Open ecosystem, model garden, vertex ai https://cloud.google.com/model-garden Hugging face collaboration, I think the only cloud provider they collaber with is GCP, might be wrong tho. https://huggingface.co/blog/gcp-partnership

Dude they have like 1/3 the GPUs that Microsoft has. What are you smoking.

Agreed. And they do a lot more than just sell AI shovels. It strengthens their entire app ecosystem and by extension their operating systems as well.