🚨 THE MOVE THAT COULD CRUSH NVIDIA 🚨
Berkshire just grabbed $5.1B of Google, and the timing says it all.
Google unveiled Ironwood — a chip delivering Nvidia-level performance at 1/5 the cost.
Then they launched Gemini 3, the most advanced AI model on the planet…
trained without a single Nvidia GPU.
Here’s the math killing the GPU monopoly:
Training frontier AI models on GPUs: $3–4B
Training them on Google’s TPUs: $600–750M
➡️ An unstoppable 80% cost advantage
And the shift is already happening:
Anthropic ordered 1M+ TPUs
Rumors say OpenAI may be next
The migration away from Nvidia hardware has started
Buffett isn’t chasing hype — he’s betting on the cheapest, most powerful AI infrastructure in the world.
Google’s chips aren’t just fast… they’re the new foundation of global AI.
Trader Signals:
⚡ Google Cloud >45% growth = Nvidia pricing pressure
⚡ TPUs cut training costs by 75–80%
⚡ Gemini upgrades are outpacing the entire field
⚡ In AI, the winner is whoever controls the chips
Google owns the chips.
Buffett owns Google.
Retail is still distracted by Nvidia noise.
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