u/judechrist4444 ·
Reddit — r/stocks
· May 23, 2026 at 16:25
· ⬆ 52 pts
· 💬 25 comments
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AI Summary
Summary
The post argues that Google ($GOOGL) will surpass OpenAI and Nvidia ($NVDA) due to open‑source AI hardware (TPUs) and software (Gemini), citing Gemini’s neutral training data (Gmail, YouTube) and the erosion of NVDA’s CUDA moat as AMD’s ROCm improves.
The author believes current AI progress driven by OpenAI is temporary, and that hyperscalers and nations will shift to open‑architecture solutions.
Quality assessment: Speculation with moderate reasoning – the author provides a directional thesis but lacks quantitative data or recent benchmarks; more opinion than deep DD.
Score52
Comments25
Upvote %88%
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The cadence of AI progress right now is set by OpenAI and their releases of ChatGPT models.
I believe this a temporary phenomena as hyperscalers, sovereign nations, and even large corporates abandon the closed-architecture of OpenAI and Nvidia GPUs.
The future is open-sourced hardware (TPUs) and software (Gemini) and $GOOGL has shown itself to be at the forefront of this evolution.
Closed LLMs like X’s Grok are notoriously biased and users are picking up on this crux. Google’s Gemini has shown itself to be a neutral model, and has unique training data (Gmail + YouTube) that peers lack.
Ironically, the CUDA moat that made $NVDA famous will likely lead to its toppling as king (AMD ROCm is getting good enough).