Maybe a different type of value, but Google does hardware specific AI with ASICs vs GPU based AI.
GPU are more flexible, but more expensive. Hardware ASICs are power efficient but slow to develop and inflexible. Google uses ASIC for AI, and if the market falls on AI margins Google could still have a decent revenue, because of their efficiency.
They can simply raises prices as GPU stop being used due to their massive power usage, when investors are no longer willing to foot the bill for it. Which then assumes many company in the future will use hardware ASICs for their AI, created and hosted by Google.
Critiques?