Google's TPUs and Gemini are competitive but Nvidia's and OpenAI's first-mover advantage makes their lead seem durable, and Google faces the innovator's dilemma (SiliconANGLE)

SiliconANGLE:
Google's TPUs and Gemini are competitive but Nvidia's and OpenAI's first-mover advantage makes their lead seem durable, and Google faces the innovator's dilemma  —  Two prevailing narratives have driven markets recently.  The first is that Nvidia Corp.'s moat is eroding primarily thanks …