đš Warren Buffett Just Made a Power Move in AI â and It Changes Everything đš
Thirteen days before dropping $5.1B on Alphabet ($GOOGL), Google quietly launched Ironwood â a chip that does what NVIDIA GPUs do, but at 1/5th the cost.
Then came Gemini 3, trained on ZERO Nvidia chips. This isnât hype â itâs a regime shift.
đ„ The Wall Street Shock:
Everyone pays $3â4B to train a frontier AI model on Nvidia.
Google does it for $600â750M with its own TPUs â 400% cheaper.
Google owns the factory; everyone else rents.
Anthropic signed for 1M Google TPUs, OpenAI rumored to follow.
đ Nvidiaâs Monopoly Cracks:
$3.5T empire challenged.
Googleâs chip + model stack is unmatched.
đĄ Why Buffett Invested:
Not potential â inevitability.
Alphabet now controls: Search, Android, YouTube, and the cheapest supercomputer on Earth.
If Google Cloud growth hits 45%+ â Nvidia loses pricing power.
TPUs staying 75â80% cheaper â AI labs switch fast.
Gemini acceleration â AI model wars may end before they begin.
đ„ Bottom Line:
Whoever owns the chips⊠owns the future.
Google owns the chips. Buffett owns Google. And yet some are still staring at NVIDIA candles like they matter.