Wall Street Mav|3月 13, 2026 02:19
Google's Ai Gemini was recently licensed by Apple to power Ai on their devices.
Now Mark Zuckerberg seems to be upset at his Ai team and their lack of progress. They have delayed their "Avocado" until May after failing to perform against others.
Google Gemini does not use Nvidia chips. Google designed their own Ai chips.
Not all Ai hyperscalers will continue. Some will give up. Mark Zuckerberg's META might be the first to give up on their own Ai and just license Gemini, following the Apple model.
This would save META a ton of money on infrastructure. It would be bad for Nvidia because they would lose a major Ai hyperscaler customer to Google's Ai chips.
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