By Rask Australia
Publication Date: 2025-11-28 20:00:00
alphabet (NASDAQ: GOOG) makes its own chips. What kind? Why now? And could this make Alphabet – and not NVIDIA – the ultimate winner in the AI race?
Included Australian Investor Podcast Consequence, Owen Rask And Drew Meredith explain why alphabet could be the big AI winner, analyzing the ASX meltdown and delivering a comprehensive fixed income masterclass. alphabet (Google) makes its own chips. What kind? Why now? And could do the alphabet – not NVIDIA – the ultimate winner in the AI race? While NVIDIA If the company makes headlines with another massive profit increase, Alphabet’s vertical integration strategy could be the smarter solution in the long run. By controlling the entire AI stack – from custom chips to search, YouTube and cloud infrastructure – Google could dominate the AI economy in ways that pure-play chipmakers cannot. This changes everything about the Magnificent 7 bill.
Meanwhile, the ASX has just lost $40 billion in value as the market sell-off continues. What drives…
