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jdw64yesterday at 5:36 PM2 repliesview on HN

I'm really curious about this: the foundational paper behind today's LLMs came from Google, and some of the world's best scientists were at Google. So why are they falling so far behind in the AI race?


Replies

aix1yesterday at 6:00 PM

The "let's make money by selling/renting out TPUs" faction has won and the "let's make money by training and selling a frontier model" faction has lost.

And it's arguably not crazy, at least if SemiAnalysis's estimates are to be believed:

  * 20% of all TPU shipments from Q3 2026 through Q4 2027 are sold to SPVs serving Anthropic ($150B of contracted revenue); vs
  * ~$12B ARR for Gemini.
https://newsletter.semianalysis.com/p/gemini-is-cooked-but-g...

Because they compete for the same scarce resource, the result is a resource crunch for the group that's lost: https://www.latimes.com/business/story/2026-05-18/inside-ai-...

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HackerThemAlltoday at 9:10 AM

> why are they falling so far behind in the AI race?

Are they? They provide AI overview to majority of web searches, and that alone requires enormous resources. Anthropic, OpenAI and others only serves their AI customers. Regarding the power of their model, my own experiences are that it doesn't fall behind. I've done many successful projects already, including quite a big one in Pascal. So no, I don't feel any difference between Gemini and others. I think it's just a long lasting fashion to whine about Google and its services.