Google's Model Is Fragile and Is Vulnerable

The way in which we engage with the material of information on the internet is going to be changed by this. I think a head-to-head competition between search engines is actually leading us to the winning strategy. Google protects search by spending a lot more money on AI inferencing and potentially driving business towards NVIDIA as Microsoft tries to compete with them. The kicks and shovels that provide for this kind of capability into software will be really well positioned.