alt Hacker Newsgoogles multiple businesses and gemini isn't the largest one.
anthropic is the anchor external customer of tpu's and nvidia is worth more than all of google. If tpu's actually breakout as a viable alternative over the next few years for multiple clients the business could easily be worth as much as search, maybe more.
Replies
nikcub • yesterday at 11:39 PM
Google cloud also need to be able to offer Anthropic models on Vertex otherwise they just won't be competitive.
Microsoft is in the same boat with Azure.
➕ show 1 reply
> If tpu's actually breakout as a viable alternative over the next few years
Why haven't they broken out yet, I wonder, if they're more efficient for inference and LLM costs are now weighted towards inference over training?