Google is silently becoming the largest business in the world.
It's becoming less silent every day.
Do you know that Google grew $2 trillion in less than a year? This number is enormous. Amazon has a market cap of almost $2.4 trillion. For Google to grow the size of Amazon in less than a year, this tells you something.
It tells you that people are pouring their money in artificial intelligence. Nothing else.
It does not tell you that the AI market is growing.
It does not tell you that more people are using AI tools.
It does not tell you that robots will be everywhere.
That being said, there’s a company that is growing in every single aspect (hardware and software) and that’s Google.
Their AI tools are arguably the best in the market.
They’re investing (and have been for the past decade) in AI chips → competing with Nvidia.
The only thing to look out for right now is a news article comparing Nvidia’s chips with Google’s. How Google’s chips are outperforming in a specific use-case. That’s all you need to read to know that Google is on track to dominate practically every company in terms of valuation.
The Chip Numbers Are Already Here
Most investors don’t know this, but Google has been building AI chips since 2015. They’re called TPUs — Tensor Processing Units.
In April 2025, they released their seventh generation: Ironwood.
Here’s what matters:
Ironwood scales up to 9,216 chips in a single superpod
That’s 42.5 Exaflops of compute — 24x more powerful than the world’s largest supercomputer
TPUs are roughly 2x cheaper than Nvidia GPUs at scale
Some benchmarks show 60-65% better efficiency than comparable Nvidia hardware
Morgan Stanley forecasts Google will produce 7 million TPUs by 2028. That’s $13 billion in new revenue.
Meta is reportedly in talks to spend billions integrating Google’s TPUs into their own data centers. When Nvidia’s biggest customers start diversifying, pay attention.
The Package Angle
Here’s what separates Google from everyone else in this race.
Microsoft has access to OpenAI’s models. But they buy chips from Nvidia. They’re dependent on two external parties for their AI strategy.
Nvidia makes the best chips. But they have no consumer AI products. No search engine. No video platform. No mobile operating system.
Apple makes excellent hardware. But they’re visibly behind on AI software.
Google has both. Software and hardware. Consumer products and infrastructure.
Gemini, Veo, NotebookLM, Search, YouTube, Android, Chrome — all running on chips they designed themselves.
That’s not a tech company. That’s a self-sustaining ecosystem.
What To Watch
The article I’m waiting for: a credible benchmark showing Google’s TPUs matching or exceeding Nvidia’s performance in a mainstream AI workload.
That headline will move markets. Not because Google suddenly became competitive — they already are. But because the broader investment community will finally notice.
Until then, most people will keep thinking of Google as “just a search company.”
That’s the opportunity.
Excellent analysis, you realy nail why Google's AI strategy is such a game-changer. Their deep investment in chips like TPUs for so long proves their foresight and it's truly something else.