🚨 WARREN BUFFETT JUST MADE THE MOVE THAT COULD PRESSURE NVIDIA 🚨

Berkshire’s new $5.1B position in Google isn’t random — 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 world’s most advanced AI model — trained using zero Nvidia GPUs.

Here’s the math breaking the GPU monopoly:
• Frontier AI training costs $3–4B on GPUs
• Google trains for $600–750M using TPUs
➡️ 80% cost advantage — 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 isn’t chasing hype — he’s positioning early for the next AI backbone: Google’s ultra-cheap, ultra-powerful TPU ecosystem.

Market Signals to Watch:
• Google Cloud growth above 45% could pressure Nvidia’s pricing power
• TPUs remain 75–80% cheaper than GPUs — 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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