Side note: I am still curious -To The Moon - Tiger Brokers Online Investing Community - To The Moon

Side note: I am still curious as to why openai won't accelerate their plan to get listed.
The AI bubble is slowly growing and better to step in and make a killing while the frenzy is still ongoing.
I do not believe in openai's super long term viability, but in the short and near term, they have the brand recognition and should cash in as soon as possible, and leave investors holding the bag.

I firmly believe that without being the first on the market, they would not be able to compete now. they simply cannot innovate at competitive costs, cannot make money and cannot produce a strong model that chokes out competitors.

Google Unveils Custom AI Chip Roadmap: Nvidia Moat Under Threat?

Google is accelerating its shift of AI workloads onto its in-house Ironwood TPUs, reducing dependence on external Nvidia GPUs. CoreWeave and Nebius business models rely entirely on reselling Nvidia compute capacity. Nvidia's latest earnings confirmed robust HBM demand, and Google's transition is a 3–5 year structural trend rather than a quarterly catalyst. Can Google's TPU roadmap genuinely threaten Nvidia's moat, or does Nvidia's customization capability remain irreplaceable?

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CoreWeave and Nebius business models rely entirely on reselling Nvidia compute capacity.\nNvidia's latest earnings confirmed robust HBM demand, and Google's transition is a 3–5 year structural trend rather than a quarterly catalyst. Can Google's TPU roadmap genuinely threaten Nvidia's moat, or does Nvidia's customization capability remain irreplaceable?","image":"https://community-static.tradeup.com/news/eede1af8088e929b2944caeab39a2db8"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body>Side note: I am still curious as to why openai won't accelerate their plan to get listed.\n<br>\n The AI bubble is slowly growing and better to step in and make a killing while the frenzy is still ongoing.\n<br>\n I do not believe in openai's super long term viability, but in the short and near term, they have the brand recognition and should cash in as soon as possible, and leave investors holding the bag.\n<p></p>\n<p>I firmly believe that without being the first on the market, they would not be able to compete now. they simply cannot innovate at competitive costs, cannot make money and cannot produce a strong model that chokes out competitors.</p></body></html>","htmlText":"<html><head></head><body>Side note: I am still curious as to why openai won't accelerate their plan to get listed.\n<br>\n The AI bubble is slowly growing and better to step in and make a killing while the frenzy is still ongoing.\n<br>\n I do not believe in openai's super long term viability, but in the short and near term, they have the brand recognition and should cash in as soon as possible, and leave investors holding the bag.\n<p></p>\n<p>I firmly believe that without being the first on the market, they would not be able to compete now. they simply cannot innovate at competitive costs, cannot make money and cannot produce a strong model that chokes out competitors.</p></body></html>","text":"Side note: I am still curious as to why openai won't accelerate their plan to get listed. The AI bubble is slowly growing and better to step in and make a killing while the frenzy is still ongoing. I do not believe in openai's super long term viability, but in the short and near term, they have the brand recognition and should cash in as soon as possible, and leave investors holding the bag. I firmly believe that without being the first on the market, they would not be able to compete now. they simply cannot innovate at competitive costs, cannot make money and cannot produce a strong model that chokes out competitors.","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/558792265389016","repostId":0,"isVote":1,"tweetType":1,"viewCount":720,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":513,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/558792265389016"}