“This changes everything. If inference is where 75% of future demand is, then Google is entering the strongest position. Curious to see how Nvidia reacts!”
@Asma Story Queen ✍️
@Asma Story Queen ✍️
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Bluechip
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BullishTHE GREAT DEFECTION HAS BEGUN
OpenAI is now running ChatGPT on Google TPUs.
Read that again.
The company that made Nvidia a $5 trillion empire just started paying its greatest rival to power inference. This is not a rumor. This is June 2025. This is happening.
Why would OpenAI betray its own supply chain?
Because inference costs are 15x training costs. OpenAI’s projected inference bill for 2024: $2.3 billion. Their entire GPT-4 training cost: $150 million.
The math is merciless.
Google TPUs deliver 4x better performance-per-dollar on inference workloads. Midjourney switched and cut costs 65%. Anthropic just committed to one million TPUs. Meta is in advanced talks for a multibillion-dollar deployment.
The world’s most sophisticated AI operators are all moving in the same direction. Away from Nvidia. Toward Google.
Here is what no one is pricing:
Inference will consume 75% of all AI compute by 2030. Training is a bounded cost. Inference is perpetual. Every query, every token, every second of every day.
Nvidia built an empire on training. But training is the past. Inference is the future. And on inference, Nvidia’s architectural advantage disappears.
The institutional money already knows.
Soros Fund increased its Alphabet stake by 2,300% in Q3 2025. Berkshire Hathaway took a $4.3 billion position. While retail chases Nvidia at 60x earnings, the smart money is accumulating Google at 27x.
This is not a pivot. This is a phase transition.
The AI hardware stack is fragmenting at the precise layer where 75% of future demand will concentrate. Google built the weapon. The defections have started. The arbitrage window is open.
Nvidia still dominates training.
But training is not where the money will be made.
$BTC
OpenAI is now running ChatGPT on Google TPUs.
Read that again.
The company that made Nvidia a $5 trillion empire just started paying its greatest rival to power inference. This is not a rumor. This is June 2025. This is happening.
Why would OpenAI betray its own supply chain?
Because inference costs are 15x training costs. OpenAI’s projected inference bill for 2024: $2.3 billion. Their entire GPT-4 training cost: $150 million.
The math is merciless.
Google TPUs deliver 4x better performance-per-dollar on inference workloads. Midjourney switched and cut costs 65%. Anthropic just committed to one million TPUs. Meta is in advanced talks for a multibillion-dollar deployment.
The world’s most sophisticated AI operators are all moving in the same direction. Away from Nvidia. Toward Google.
Here is what no one is pricing:
Inference will consume 75% of all AI compute by 2030. Training is a bounded cost. Inference is perpetual. Every query, every token, every second of every day.
Nvidia built an empire on training. But training is the past. Inference is the future. And on inference, Nvidia’s architectural advantage disappears.
The institutional money already knows.
Soros Fund increased its Alphabet stake by 2,300% in Q3 2025. Berkshire Hathaway took a $4.3 billion position. While retail chases Nvidia at 60x earnings, the smart money is accumulating Google at 27x.
This is not a pivot. This is a phase transition.
The AI hardware stack is fragmenting at the precise layer where 75% of future demand will concentrate. Google built the weapon. The defections have started. The arbitrage window is open.
Nvidia still dominates training.
But training is not where the money will be made.
$BTC
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