This one surprised me while digging into $NVDA. Google builds its own AI chips. And it's still reportedly paying SpaceX $920M a month to rent NVIDIA's. That's how hard it is to replace them right now. Google, Amazon and OpenAI are all trying to build their way out. But the part nobody talks about is NVIDIA spending its own money to make sure buying from them stays the easy choice. Revenue more than doubled last quarter, and Huang says he sees $1 trillion of demand through 2027. So can the giants actually break free? Full breakdown here: https://youtu.be/jXcnJkE_9Yo
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