Asking about Google potentially overtaking Nvidia in AI chips and Meta considering Google chips over Nvidia
Andrew
Pat Gelsinger
Google's TPU move is meaningful with 7 generations of development, but they're not a commercial chip provider without Broadcom partnership
Questioning if Meta will actually do business with Google given frenemy dynamics and potential Nvidia stake in Meta
Andrew
Pat Gelsinger
Google TPU is viable competitor, people want alternatives to Nvidia, Broadcom relationship critical for commercial availability
Asking about circular transactions involving Anthropic with Microsoft, Amazon, Google investments
Andrew
Pat Gelsinger
Quality of revenue in circular transactions is lower when companies commit capital for others to buy their products
Questioning moats around large language models and whether users will jump between providers
Andrew
Pat Gelsinger
Diminishing returns on larger LLMs, dedicated models and multi-modal experiences more promising for next breakthroughs