Скачать или смотреть The Inside Story of Google's AI Comeback (From Crisis to King)

Google’s AI comeback story isn't just about code—it’s the single most important hardware pivot in tech stock history. In this video, we breakdown how Google (GOOGL) recovered from its "Kodak Moment" to dethrone OpenAI, and what the massive success of Gemini and custom TPU silicon means for your portfolio.

Inside this analysis:
Most investors focused on the Bard launch failure that tanked the stock 8%. They missed the real story: Project Magi, the return of Sergey Brin, and the "Nano Banana" project that changed sentiment overnight. We analyze the decade-long investment in Tensor Processing Units (TPUs) that gives Google a cost advantage competitors can't match, and how the "Ironwood" chip is reshaping the economics of AI search.

If you are trading Big Tech, watching the AI infrastructure wars, or holding GOOGL for the long term, this deep dive reveals the data behind the turnaround.

⏱️ Market Chapters:
0:00 The "Existential Threat" to Google
1:12 The 2:30 AM Viral Turning Point
2:48 Why ChatGPT Was a Wake-Up Call
4:10 Project Magi & The Internal Pivot
5:30 The Hardware Moat (TPUs vs GPUs)
6:35 Gemini's Data Dominance
7:52 The Antitrust "Silver Lining"
8:12 Is the Search Monopoly Dead or Reborn?

🗣️ Trader Talk:
Do you think Google's hardware advantage (TPUs) makes it a better long-term hold than NVIDIA? Let me know your price target in the comments.

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