There's no real need to worry about Google in the long term - nVidia can make back their money solely with their GPUs; Google probably made their expenses back this weekend with searches around the Olympics. It'd be pointless for them to not use their TPUs themselves, and their main product, Adsense, uses ML.
Are you sure about Adsense? Talked to ad pros recently and they all complained Adsense is ancient (still mySQL?) and often broken; doesn't look like Google emphasizes it despite being their cash cow, more like deep state of neglect.
