The Oracle of Omaha just made a move that signals a tectonic shift in the compute wars, and it spells BIG TROUBLE for the current $3.5 TRILLION king!
📅 November 14th Shocker: Warren Buffett's Berkshire Hathaway revealed a massive $5.1 BILLION stake in Alphabet (Google). Why now? Because the infrastructure game just changed forever.
🤯 The Triple AI Threat to NVIDIA's Empire
The Chip Killer: Days before the filing, Google launched Ironwood (TPU v7) — a proprietary AI chip designed to match GPU power... but at an estimated 75-80% lower cost.
The Math: Training a frontier AI model costs rivals like OpenAI/Microsoft/Meta $3-4 Billion. Google, using its own Ironwood TPUs, slashes this to an estimated $600-750 Million!
Google Owns the Factory. Everyone else RENTS it.
The Model Masterpiece: Weeks later, Google dropped Gemini 3, heralded as the most advanced AI model on the planet—trained without a single NVIDIA GPU. Google’s in-house silicon is driving the AI frontier.
The Great Migration Begins:
Anthropic has already committed to an order of up to 1 MILLION Google TPUs for future models.
Rumors are swirling that other major AI labs are closely eyeing the switch to Google's vastly cheaper and more available compute.
💡 Buffett Doesn't Buy Potential. He Buys Inevitability.
Warren Buffett, who famously regretted missing Google in 2004, is now buying it in 2025. This isn't a speculative tech play; it's a vote on INEVITABILITY.
Google (\text{GOOG}) now controls the cheapest, most efficient supercomputer infrastructure on Earth.
The high price and limited supply of competing GPUs created a massive bottleneck. Google's TPUs smash that bottleneck.
📈 The Takeaway for the Markets
If Google Cloud accelerates its growth by successfully transitioning rival AI labs to its low-cost TPU infrastructure, the impact is unavoidable:
NVIDIA's Pricing Power Collapses: The era of massive GPU price inflation could be over.
AI Cost Advantage: Google secures a 400%+ cost advantage in the trillion-dollar AI race.
Fact: The company that owns the cheapest, most advanced chips owns the future.
✅ Google owns the chips.
✅ Buffett owns Google.
❌ And many are still glued to the \text{NVDA} drama!
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