《Grok Bot Singularity? And Chamath Is Wrong》
谷歌凭借其规模、定制硬件（TPU）和数据优势，在AI计算和模型部署方面拥有巨大优势。
SpaceX 有自己的算力，Google 也有自己的算力。
SpaceX has its own compute. Google has its own compute.
但在我看来，在建设数据中心方面真正强大的其实是 SpaceX 和 Google。
But the real everything I'm seeing the real strength there in building out data centers is uh SpaceX and Google.
因为你有 Google、Amazon、Meta、Oracle、Microsoft，还有 SpaceX，基本上有六家超大规模企业。
because you have Google you have Amazon you have Meta you have Oracle you have Microsoft and you have SpaceX you have six basically hyperscalers
Google 可能是他们最大的客户，而且 Google 一直在制造自己的芯片。他们的 TPU 已经发展到第八代，但他们仍然购买大量 Nvidia 芯片。
Google is maybe their biggest customer and Google has been making their own chips. They're on the eighth generation of their TPU and they still buy a lot of Nvidia chips.