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It feels like (to me) that Google's TPU advantage (speculation is Meta is buying a bunch) will be one of the last things to be commoditized, which gives them a
by Andrex 10mo ago
It feels like (to me) that Google's TPU advantage (speculation is Meta is buying a bunch) will be one of the last things to be commoditized, which gives them a larger moat. Normal chips are hard enough to come by for this stuff.
- eden-u4 10mo agoAlso, they have all the infra to actually use all that tpus advantage (as well as actual researchers, contrariwise to OpenAI)
- laluser 10mo agoThat will be less of a problem since OAI can spill out to other providers as needed if their own capacity is under high utilization. They already use coreweave, aws, azure, etc. Google doesn't do that as far as I know and don't see why they would, so they are stuck eating the capacity planning.
- laluser 10mo agoOAI is already working on shipping their own chips.
- Andrex 10mo agoTrue, but Google's been making them for 10 years, which subjectively feels like a long time in tech.