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You haven't seen Gemini 3 yet. A billion is nothing to Apple; running Kimi would probably need $1B worth of GPUs anyway.
by wmf 1y ago
You haven't seen Gemini 3 yet. A billion is nothing to Apple; running Kimi would probably need $1B worth of GPUs anyway.
- narrator 1y agoPeople don't get that Apple would need an enormous data center buildout to provide a good AI experience on their millions of deployed devices. Google is in the exascale datacenter buildout business, while Apple isn't.
- criley2 1y agoApple is buying a model from Google, not inference. Apple will host the model themselves. It's very simple: Apple absolutely refuses to send all their user data to Google.
- btian 1y agoThen why did Apple have a $20B a year search deal with Google?
- wmf 1y agoThe argument can be made that when people search Google they know they are using Google but when they use Siri they assume that their data is not going to Google. I think this is more likely to be solved contractually than having Gemini running on a datacenter full of M5 Ultra servers.