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Google's TPUs and Gemini are competitive but Nvidia's and OpenAI's first-mover advantage makes their lead seem durable, and Google faces the innovator's dilemma (SiliconANGLE)

SiliconANGLE : Google's TPUs and Gemini are competitive but Nvidia's and OpenAI's first-mover advantage makes their lead seem...

14 December 2025

Despite talk of an existential US-China AI race, the Chinese state and its major companies are spending more to dominate other domains, such as EVs and robotics (Tim Wu/Financial Times)

Tim Wu / Financial Times:
Despite talk of an existential US-China AI race, the Chinese state and its major companies are spending more to dominate other domains, such as EVs and robotics  —  Over the past year, major US tech companies have spent more than $350bn on AI-related infrastructure, with projections of over $400bn for 2026.

Posted from: this blog via Microsoft Power Automate.

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