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Even if the LLM hype dies, and nobody at all wants to rent TPUs from GCP, then Google can use the TPUs to train and run large advertising models and improve the
by Reubend 2y ago
Even if the LLM hype dies, and nobody at all wants to rent TPUs from GCP, then Google can use the TPUs to train and run large advertising models and improve the quality of their search.
They themselves are a big enough customer to make this worth it. Any business from GCP is just icing on the cake. Keep in mind that TPUs can train non-LLM models too.
- m_mueller 2y agoAll the ad tech in the world won’t matter if people have stopped using the medium those ads are displayed on top of by then. I think the way people use the web is about to change drastically.
- fredski42 2y agoVery much this. I think the reason Google products are more and more infested with ads is to keep up revenue against people moving to better alternatives.