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Huatai Securities: Bullish on Google’s Self-Reliant “Full-Stack” AI Ecosystem and Competencies—Now the Prime Moment to Reclaim Leadership
2025-11-25 /
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Author：小编
In Huatai Securities’ most recent research report, it is highlighted that Google is forging a fully self-reliant closed-loop AI ecosystem. This ecosystem spans from chips (TPU v7p) and models (Gemini 3.0) to applications (Search + Waymo). This approach starkly contrasts with OpenAI’s model, which depends on external computing resources (NVIDIA) and cloud infrastructure (Microsoft). Google’s closed-loop system has already started yielding concrete financial benefits: the deployment of TPUs has notably cut inference costs, Google’s search market share has rebounded to over 90%, and the steady cash flow from advertising is providing robust financial backing for its high-intensity capital investments.
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