šØ WARREN BUFFETT JUST MADE THE MOVE THAT COULD PRESSURE NVIDIA šØ
Berkshireās new $5.1B position in Google isnāt random ā the timing aligns with a seismic shift in AI infrastructure.
Google just unleashed Ironwood, a chip delivering Nvidia-level performance at 1/5 the cost, followed by Gemini 3, the worldās most advanced AI model ā trained using zero Nvidia GPUs.
Hereās the math breaking the GPU monopoly:
⢠Frontier AI training costs $3ā4B on GPUs
⢠Google trains for $600ā750M using TPUs
ā”ļø 80% cost advantage ā game-changing
Anthropic has already ordered 1M+ TPUs, and industry chatter says OpenAI may be next. The migration away from Nvidia has officially started.
Buffett isnāt chasing hype ā heās positioning early for the next AI backbone: Googleās ultra-cheap, ultra-powerful TPU ecosystem.
Market Signals to Watch:
⢠Google Cloud growth above 45% could pressure Nvidiaās pricing power
⢠TPUs remain 75ā80% cheaper than GPUs ā and AI labs follow cost
⢠Gemini upgrades are outpacing competitors across the board
The future belongs to whoever controls the chips.
Google controls the chips.
Buffett controls Google.
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