Asked about TPUs vs GPUs differences and why TPUs gaining traction
Host
Ray Wang
TPUs purpose-built for AI with lower costs and better power efficiency than GPUs; Google has been developing them for 5+ years
Asked if Alphabet is making comeback as sleeping giant in AI race
Host
Ray Wang
Google leading AI battle with full vertical integration from chip to app, massive scale efficiencies
Ray Wang
$7 trillion AI market cap demand by 2030 means current Nvidia weakness is buying opportunity
Ray Wang
Companies will use both TPUs and GPUs for chip diversification strategy
Ray Wang
Pharmaceuticals, energy, governments building sovereign AI will adopt TPUs for supply chain security
Ray Wang
Gemini 3 competing well against ChatGPT and Claude in various use cases
Asked about Nvidia stock weakness and upside potential
Host
Ray Wang
Nvidia could reach $6.5-7T market cap from sovereign AI and physical AI demand