"Google Supply Chain" replaces "OpenAI Supply Chain"?

Wallstreetcn
2025.11.22 00:50
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Goldman Sachs trader Mike Wilson pointed out that Google's Gemini shows significant progress compared to ChatGPT, but the market's reaction has been sluggish and mispriced. Analysis from EMEA technology sales and trading colleagues Sean Johnstone and Lena Rowe indicates a strong substitution trend of Google's supply chain for the OpenAI chain

Goldman Sachs trader Mike Wilson:

This week, Google's Gemini has shown significant progress compared to ChatGPT, which has become evident, but the market has reacted sluggishly and mispriced it.

EMEA technology sales and trading colleagues Sean Johnstone and Lena Rowe have illustrated the strong substitution trend of Google's supply chain against the OpenAI chain below (roughly constructed while ignoring the role of Nvidia; construction method = GOOG + AVGO, compared to ORCL + SB + AMD + MSFT, with weights of 40/30/20/10).

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