Google (https://www.cnbc.com/2026/04/22/google-launches-training-and-inference-tpus-in-latest-shot-at-nvidia.html) for AI training and everyone's breathlessly calling it a competitive threat to $NVDA. Wrong. This screams desperation, not disruption. Think about it: $GOOG just posted in annual revenue with net margins, yet they're frantically scrambling to build hardware to escape their own $NVDA addiction.

Research these companies