đš WARREN BUFFETT JUST MADE A MOVE THAT COULD SHAKE NVIDIA đš
Berkshire Hathaway just bought $5.1B of Google, and the timing couldnât be sharper.
Hereâs why it matters:
đ„ Google launched Gemini 3, the worldâs most advanced AI model â trained without a single Nvidia GPU.
đ„ Googleâs TPUs perform like Nvidia GPUs but cost 1/5 the price.
The math is simple:
đž AI labs spend $3â4B to train top models on GPUs.
đž Google trains the same models for $600â750M.
â Thatâs an 80% cost advantage â a game-changer.
Already in motion:
Anthropic ordered 1M+ TPUs.
Rumors suggest OpenAI may switch next.
Buffett isnât chasing hype â heâs betting on Googleâs cheap, powerful AI backbone, the future of global AI.
Trader Insights:
đ Google Cloud growth >45% could crush Nvidiaâs pricing power.
⥠TPUs are 75â80% cheaper than GPUs â AI labs always follow the lowest cost.
đ Gemini upgrades faster than competitors can react.
The future belongs to whoever owns the chips.
Google owns the chips.
Buffett owns Google.
Retail is still stuck on Nvidia drama.
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