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AWS and Google Cloud invested in it for exactly the same reason, to enlarge their cloud businesses. Googles previous investment came with a cloud partnership, t
by Jensson 3y ago
AWS and Google Cloud invested in it for exactly the same reason, to enlarge their cloud businesses. Googles previous investment came with a cloud partnership, then AWS also gave them a cloud partnership, and now Google strengthened their cloud partnership to ensure AWS doesn't take it all.
So this bet doesn't have anything to do with AI, it is a competition between AWS and Google cloud. They are competing over who gets to sell shovels in a gold rush.
- fauigerzigerk 3y agoThis makes absolute sense when looking at GCP and AWS in isolation. But Google is at the same time propping up a competitor while Amazon is propping up a purely complementary service.
- Jensson 3y agoBut Google is very fragmented as I said, what cloud does has little to do with what other parts of Google does. This investment makes sense for cloud so they make it. It is a weakness and a strength of the company, Amazon is much more top down and that leads to other problems.