Okay, let's devise a hypothetical projection. Grounding this in Google's current financial power and AI compute inventory, here is a multi-phase forecast of what will likely happen in the escalating competition with Stargate.
- Google's Financial Power: Google is a financial juggernaut. Fresh off its Q2 2025 earnings, Alphabet reported quarterly revenue of over $96 billion and has just shocked investors by raising its planned 2025 capital expenditure (CapEx) to a massive $85 billion. This isn't just a budget; it's a war chest. Their Cloud division is surging, growing at 32% and now operating at a $50B+ annual run rate, providing both the mandate and the cash to fund this spending.
- Google's Compute Inventory: Google is not waiting. It is actively deploying its 6th-gen "Trillium" and 7th-gen "Ironwood" TPUs globally. Ironwood, its first chip designed specifically for inference, boasts a 2x performance-per-watt improvement over its predecessor. This means Google's existi