The Kobeissi Letter|11月 25, 2025 17:09
BREAKING: Nvidia responds to news of Meta using Google's TPUs, sending NVDA stock -6% lower:
Nvidia says they are "delighted by Google's success" and they "continue to supply Google."
They also say, "Nvidia is a generation ahead of the industry" and "offers greater performance, versatility, and fungibility."
The AI wars are heating up.(The Kobeissi Letter)
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