Investment Strategy
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【Deep Analysis】Gemini 3 Counterattack (Part 3): TPU vs. GPU — The Silicon Philosophy Battle and Investment Strategy
Prologue: Two Philosophies on Silicon Chips In the previous two analyses, we moved from the “price war of business models” to the “new battlefield of Physical AI”. Now, we want to uncover the most underlying logic of this proxy war—this is not just a competition between Google and Nvidia, but a collision of two distinct computing philosophies in the computer science world. The result of this collision will determine the profit distribution of the AI industry in the next decade, and who can hold the final key to Artificial General Intelligence (AGI).
