谷歌凭借其规模、定制硬件（TPU）和数据优势，在AI计算和模型部署方面拥有巨大优势。
逐段跳播
SpaceX 有自己的算力，Google 也有自己的算力。
SpaceX has its own compute. Google has its own compute.
但在我看来，在建设数据中心方面真正强大的其实是 SpaceX 和 Google。
But the real everything I'm seeing the real strength there in building out data centers is uh SpaceX and Google.
因为你有 Google、Amazon、Meta、Oracle、Microsoft，还有 SpaceX，基本上有六家超大规模企业。
because you have Google you have Amazon you have Meta you have Oracle you have Microsoft and you have SpaceX you have six basically hyperscalers
Google 可能是他们最大的客户，而且 Google 一直在制造自己的芯片。他们的 TPU 已经发展到第八代，但他们仍然购买大量 Nvidia 芯片。
Google is maybe their biggest customer and Google has been making their own chips. They're on the eighth generation of their TPU and they still buy a lot of Nvidia chips.
Google 是最大的超大规模企业，拥有最悠久的定制硬件（如 TPU）历史。前沿模型、庞大的客户群，以及巨大的数据飞轮。他们从搜索、YouTube、Gmail 等所有来源获取数据，用于训练他们的人工智能。
You have Google which is the biggest hyperscaler with the biggest history of custom hardware TPUs etc. Frontier model massive customer base customer base and monster data flywheels. They're getting all this data from search. are getting all this data from YouTube, um, Gmail, whatever. They have all these sources of data for them to train their AIS on.
关于他们是否真的在很好地开发模型，这是一个悬而未决的问题。但你看，我用 Gemini，它是一个好模型。它不是最好的模型，但它是好模型。我把它推荐给很多人，它足够好。
There's an open question about whether they're really developing their model well. But look, I use Gemini. It's a good model. It's not the best model, but it's a good model. I use it for a lot of people. It's good enough.
顺便说一句，Amazon 的 AI，我用过它，叫 Roffus 还是什么的。太糟糕了。天哪，它糟透了。但是，你知道，Nvidia 的 AI，我会在我的 Gmail 里收到一封邮件，然后我点击 Gemini，问它：这是垃圾邮件吗？
这是钓鱼邮件吗？它实际上非常擅长回答这个问题。所以，在很多方面，Gemini 实际上是一个非常有用的人工智能，扮演着重要角色。当然，如果你使用 Google 搜索，你会得到 Gemini 的结果。
And by the way, the Amazon AI, I used it Roffus or something. Terrible. Oh my god, it's awful. Um, but you know, the Nvidia AI, it's in I'll get a mail an email message in my Gmail and I'll click Gemini and I'll say, is this spam? Is this is this fishing? And and it actually very good at answering that question. So, there's a lot of ways in which um there's a lot of ways in which Gemini is actually a very useful AI that's playing a big role. And of course if you do Google search you get Gemini result.
Elon 基本上说过 Google 会在地球上获胜。我想我不确定他现在是否还这么认为，因为 SpaceX 在建设数据中心方面已经变得非常高效，而且 Grock 比 Gemini 更好。
Elon pretty much said Google Elon said Google will win on Earth. I think I'm not sure he believes that anymore because SpaceX has gotten very effective at building data centers. Um, and Grock is better than Gemini.
我之前提到过 Nvidia、Google、SpaceX 和 Tesla。这四家公司是我持有股票的公司。
So I mentioned before Nvidia, Google, SpaceX, and Tesla. Those are the four companies I hold stock in.
仅仅因为我持有 Tesla、SpaceX、Nvidia 和 Google 的股票，并不意味着我有偏见。
Just just cuz I own stock in Tesla, SpaceX, Nvidia, and and Google. Doesn't mean I'm biased.
而且我认为 OpenAI 和 Anthropic 在算力方面没有机会赶上，在硬件方面也没有机会赶上，而 Google、SpaceX 和 Nvidia 相对于其他所有人都有巨大优势，除了 Tesla，Tesla 处于不同的领域，专注于现实世界的人工智能。
And I think that OpenAI and Anthropic have no chance of catching up in compute and no chance of capping up catching up in hardware and that Google, SpaceX, and um Nvidia have a massive advantage over everybody else except Tesla which is in like Tesla's in this different world with the real world AI.
这个频道对 $GOOGL 的历次判断
AI Stocks Report with Warren Redlich 在这只股票上只有这一条判断。