Google is literally RATIONING AI to Meta. Token usage is doubling. The ultimate bottleneck play is memory.

Investor summaryBullish

Google is rationing AI to Meta due to surging token usage, highlighting memory as the ultimate bottleneck play.

Bull points

Google's AI capacity is so high in demand that it has to ration access to competitors like Meta.
Surging token usage indicates massive and growing demand for AI services.

GOOGLAI 资本开支半导体

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