Google banks on AI edge to catch up to cloud rivals Amazon and Microsoft

FT Tech — Apr 26, 06:00 ★★★★★

Google Cloud is banking on proprietary AI chips and models to gain ground against AWS and Microsoft in competitive cloud market.

Thomas Kurian, Google Cloud CEO, says the company's custom silicon and first-party LLMs are the edge it needs to close the gap with larger rivals. Google is leveraging vertical integration; its chips run its models, pricing and feature-pairing are controlled end-to-end.

Oliver's take: Kurian needs a story that isn't market share loss. Custom chips and models sound compelling. They are table stakes. The real problem is margin.

Original source

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#Google #Hardware #Cloud

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4× reported Also at Wired AI · MIT Technology Review · Bloomberg Tech

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#OpenAI #Sam Altman #xAI #US #IPO

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— Apr 26, 13:09 ★★★★★

Oliver's take: Forty billion dollars to make Anthropic Google's captive. Conditional payments mean Anthropic ships models only to Google, only where Google needs them. This ends Anthropic's independence and Google's competition problem simultaneously.

#Google #Anthropic #LLMs #VC

Industry & Market ·

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— Apr 28, 08:30 ★★★★★

3× reported Also at NOS Tech · Google News

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#Agents #China #Acquisition #Defense

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— Apr 28, 07:25 ★★★★★

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— Apr 28, 03:50 ★★★★★

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#OpenAI #Enterprise #LLMs

Industry & Market ·

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— Apr 28, 03:09 ★★★★★

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#Agents #Meta #Acquisition #Enterprise