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Ya, agreed. This makes me think that (long term) the ai race won’t be won on the merits of individual models, but on pricing — I think Google has a some strong advantages here because they know how to provide cheap compute, and they already have a ton of engineers doing similar things, so it’s a marginal cost for them instead of having to hire and maintain whole devoted teams.


AI consumes entire data centers of compute. You aren’t tucking a few racks into a corner of a data center, you are building entirely new ones. There will be whole devoted teams.


But Google already builds data centers. Will there really be devoted AI-datacenter teams? Or will they just expand the normal datacenter teams, and ask them to use GPUs/TPUs instead of CPUs?




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