《Wang: GOOGL Shines Among Hyperscalers, ORCL "One of Most Efficient Clouds"》
谷歌基本面强劲（技术栈完整、云业务同比增长82%、市场份额提升），尽管股价近期下跌，仍可能构成买入机会。
例如，就 Gemini 而言，Google 曾登上新闻头条。看看 Google，对吧？Google 做得很好，因为他们从芯片到智能体这一侧所拥有的，是当今最完整的技术。
For example, for Gemini, Google was in the headlines look at Google, right ? Google is doing great because what they have, from the chip to the agent side, is the most complete technology available today.
他们正在考虑把 TPU 部署到太空。所以这件事相当清楚。人们担心的是，他们是否有足够的资金持续运转？我的意思是，他们产生的收入是否足以覆盖其计划的资本支出？答案是肯定的。
They are thinking of placing TPUs in space. So the matter is quite clear. What people are worried about is, do they have enough money to keep working? I mean, are they generating enough revenue to cover their planned capital expenditures ? And the answer is yes.