"Google Chain" vs "OpenAI Chain": The gap is widening
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In the last week of November, "everything rose," the "Google chain" surged, but the "OpenAI chain" did not. Perhaps the most striking event in November was the change in the landscape of the artificial intelligence field—the notion that "everyone is a winner" was shattered, and the gap between Google/NVIDIA/OpenAI was completely widened (Figure 1); Oracle (Figure 2) and NVIDIA (Figure 3) both refused to rebound this week
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