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Google (GOOGL) reportedly exploring ways to use its financial might to take on Nvidia (NVDA), via WSJ

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  • "The company’s chips are gaining wider adoption for AI workloads, including with startups such as Anthropic, but Google is dealing with myriad challenges as it seeks to grow. The issues include bottlenecks at manufacturing partners and limited interest from cloud-computing rivals that are among the largest buyers of Nvidia processors, according to people familiar with the matter."
  • GOOGL is investing USD 100mln in cloud-computing start-up Fluidstack, which values it at around USD 7.5bln, according to sources. 
  • Fluidstack offers computing services to AI companies and others.  
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