哈佛老徐：为什么突然这么多人开始看好谷歌？聊聊背后的三个本质逻辑

Core Viewpoint - The AI industry is experiencing a significant turning point, with renewed attention on Google (Alphabet) due to its long-term strategic positioning and technological advancements, particularly in the context of TPU (Tensor Processing Unit) versus GPU (Graphics Processing Unit) [2][10]. TPU - Google's TPU is being highlighted as 30% cheaper than NVIDIA's GPU, raising concerns about NVIDIA's market position if Google shifts to using TPU extensively and potentially offers it to competitors like Meta and Amazon [4]. - Historical context shows that similar concerns have arisen before, but Google's TPU, now in its seventh generation, has been in development for eight years, indicating a long-term strategy rather than a sudden emergence [6]. Organizational Structure - Google is not merely a search advertising company; it operates as a research-driven enterprise with several Nobel laureates contributing to its projects, showcasing its commitment to scientific research [7][8]. - The restructuring into Alphabet allowed Google to manage various subsidiaries independently, fostering innovation without the pressure of immediate profitability from its core search business [8]. Vision and Infrastructure - Google has invested in critical internet infrastructure, including undersea cables, positioning itself as a leader in the foundational elements of the internet [9]. - The market is recognizing that the next phase of AI development will focus on the ability to invest in foundational infrastructure rather than just model size, with Google being one of the few companies capable of managing the entire AI infrastructure chain [10][12]. Long-term Strategy - Google's strength lies in its comprehensive capabilities across algorithms, hardware, scientific research, quantum computing, data centers, and software ecosystems, making it a formidable player in the AI landscape [12][13]. - The company is not driven by short-term market fluctuations but by its long-term research, engineering, organizational, and infrastructural capabilities, which contribute to its unique position in the industry [13][15]. Conclusion - The future of AI is poised for rapid development, and companies like Google, with their extensive investments and capabilities, are likely to be at the forefront of this revolution [16].