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At that point, Amazon would be up there on top competitors to Nvidia.

Google, Amazon, and apple aren't really selling people onsite ai inference or training, so I don't think they're actually competitors.

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I think the article is making the (reasonable?) assumption Google's search and advertising will use Google's own in-house Bard or something similar. The article mentioned something about Google having the full vertical stack: hardware, networking, software, ML model, product, and the users.

As of right now, Bard is separate. Or if Google has integrated ML models into search and ads, it hasn't been widely discussed.

I think I agree, but the article is definitely making the push that Google is a competitor.

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