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各周期结果成熟中 · 约 11 个交易日后揭晓
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原帖
Beth Kindig · 2026-05-29
Google blew the doors off Q1 with Cloud accelerating, margins expanding, and backlog +400% YoY. But the most pivotal news this quarter was the April announcement that $GOOG will start selling TPUs to third parties. In this week’s analysis, I look at whether $GOOG = $NVDA on inference. Link in bio.
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