Thread regarding Google (GOOG)

Deepseek has disrupted the tech market, revealing that U.S. companies trying to commodify AI may be more vulnerable than they appear and are not necessarily winning the AI race. The edge these companies once held with high-end chips is also diminishing, as China has made significant strides in this area. Given this, is Google still worth holding onto, particularly because of its cloud business? Cloud computing remains one area where Western companies still seem to maintain an undisputed lead.