How terrifying is Google's AI layout before 2026? It's less of an AI competition and more of a military race in chips and computing power.

When you see Meta everywhere acquiring companies and pouring money into chip purchases, Google has already been quietly building its moat. What's the difference? One relies on external procurement, the other on self-research and development.

Let's start with chips. Google's TPU v6 (codenamed Trillium) is not just for show; it's an autonomous chip specifically optimized for AI tasks. In comparison, Meta's eager story of ordering H200 from NVIDIA seems a bit passive. Having control over chip design and manufacturing means Google can not only control costs and supply chains but also stay several steps ahead of competitors in architectural innovation.

This is not just a technical issue but a strategic one. Owning autonomous chips means the ability to iterate flexibly and respond quickly to market changes, while companies relying on external suppliers are always at the mercy of others. From the perspective of computing power competition, the infrastructure advantage built by Google with TPU v6 is enough to leave latecomers in the dust.