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“Google never not in a good position, sitting on the most compute and the most valuable data even after losing its chip cost edge, with cloud demand going crazy.”
Source
Gavin BakerYouTube“Watts, Wafers, and the Future of AI Infra | Gavi…”69:00
“Google... they had that TPU advantage, which is now gone. The reason I think they're still in a great position is just they have the most compute of everyone... They have the biggest installed base of compute.”
Performance
Entry$388.55
Current$359.91
Since call-7.37%
Confidence72%
How this was scored
Entry$388.55May 20, 2026 · 12:00 UTC · paste.trade
Resolution$359.91Jul 3, 2026 · 13:33 UTC · resolve-claims-cron
Horizonmulti-yearparsed as default-30d
Verdict bandWIN ≥ +2% · LOSS ≤ −2%
ResolvedJul 3, 2026 · 13:33 UTC
Prices are point-in-time snapshots from the named provider. The verdict compares the return since entry against the band above.