$谷歌(GOOG)$_老虎社区_美港股上老虎

$谷歌(GOOG)$现在llm扩张是有边际效益的都把gpu分配高价值客户了。谷歌ai studio满血额度也砍没了。openai做的太杂收入就不如更加专注的anthropic，后者都是强绑定真消费。
互联网时代用的人越多，收入越高。ai在目前上游紧缺的阶段则并不是

谷歌云年度大会来袭！现在该如何布局？

谷歌云发布两款第八代TPU芯片：8T主攻训练、8I面向推理场景，核心指向降低推理成本与支撑AI智能体规模化，预计于今年晚些时候上市供应，【4月22日-24日Google Cloud Next大会将召开，预计将发布新一代TPU架构。大家看好谷歌股价表现吗？哪些板块值得关注？】

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