Compute is destiny. Google just proved it. Colorful pipes carrying water in and out of a Google data center in Oregon back in 2012. Connie Zhou/Google/ZUMAPRESS/Reuters A version of this story originally appeared in the BI Tech Memo newsletter. Sign up for the weekly BI Tech Memo newsletter here . Sam Altman likes to say that compute is destiny . This week, Google proved him right. After the latest round of Big Tech earnings, Google's stock jumped 10%, while Meta, Microsoft, and Amazon either fell or stalled. If this trend holds, Google could soon become the world's most valuable company, overtaking Nvidia . What sets Google apart: it has the most complete set of AI building blocks , assembled over decades. The company supplies energy to its massive data centers, operates millions of chips and servers, and controls a global fiber network. It even designs key components, such as TPUs . In a recent ranking of AI computing power, Google led in a mind-blowing way . That edge is becoming decisive.…