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Google owns 15% of Anthropic, Claude trains and runs on TPUs, and Google cloud is backlogged with demand from both OAI and Anthropic. Google is selling shovels
by WarmWash 2mo ago
Google owns 15% of Anthropic, Claude trains and runs on TPUs, and Google cloud is backlogged with demand from both OAI and Anthropic.
Google is selling shovels, leasing mines, buy stakes in "competitors" and doing it's own exploration/mining. When you look at the full picture, it kinda doesn't even look like Gemini matters that much to them overall.
- Melatonic 2mo agoI don't think it does. They could probably throw a shitload of compute at Gemini and have something more competitive. Instead they seem focused on the actual innovative research which I think will pay off long term. Gemma 4 I am way more impressed by than whatever the top ranking model is