Abbott Cook(e)
03-05 21:49

$Alphabet(GOOG)$ I tend to think Matthew Hull, formerly Nvidia's VP of Global AI Solutions, moving to lead Google's AI Infrastructure GTM is a good signal that Google is moving past just building the tech and getting more aggressive about the selling and scale phase—likely aiming to turn their internal TPU advantage into a more direct threat to Nvidia's enterprise dominance. That this move wasn't reported on the news wires, compared to the non-stop coverage of the unfortunate suicide blamed on Gemini by what was clearly a psychologically unstable individual, is indicative of people not paying attention to the signal, just distracted by the noise.

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