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

• "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.  

Google is reportedly leveraging its financial strength to compete with Nvidia in the AI chip sector, a sign of aggressive strategic moves amid competition and supply chain challenges. Their recent investment in Fluidstack supports this ambition by enhancing their cloud-computing capabilities, which may help alleviate the bottleneck issues and shift dynamics in AI workloads. This development could signal potential consolidation in the semiconductors space, especially given the ongoing demand for Nvidia's processors.