
链研社|AI First🔶💧|Nov 27, 2025 12:56
In the AI era, Google is the only company with 'full-stack sovereignty':
1. Chip layer: TPU frees it from Nvidia's 'tax' and offers the lowest inference cost
2. Model layer: Gemini 3 helps reclaim victory in the battle of large models
3. Access layer: Android and Chrome provide default entry points for billions of users
4. Funding layer: The search business supplies nearly unlimited R&D ammunition
Timeline