> Honestly, I can't see Google failing here. Like other tech giants, they're sitting on a ridiculously large war chest. Worst case, they can wait for the space to settle a bit and spend a few billion to buy the market leader.
It seems incredibly likely that the FTC will block that. New leadership seems to be of the opinion that consumer harm is the wrong standard. Buying the competition with profits from a search monopoly leaves all parties impoverished.
Anyways, I don't think the risk is failure, but of non-success. The article claims meta won but it seems like nvidia is the winner: everyone uses their chipsets for training, fine tuning and inference. And the more entrants and niche applications show up the more demand there is for their product. TPUs theoretically play into this, but the "leak" doesn't mention them at all.
> The article claims meta won but it seems like nvidia is the winner: everyone uses their chipsets for training, fine tuning and inference. And the more entrants and niche applications show up the more demand there is for their product.
Like the saying goes: during a gold rush, sell shovels.
It seems incredibly likely that the FTC will block that. New leadership seems to be of the opinion that consumer harm is the wrong standard. Buying the competition with profits from a search monopoly leaves all parties impoverished.
Anyways, I don't think the risk is failure, but of non-success. The article claims meta won but it seems like nvidia is the winner: everyone uses their chipsets for training, fine tuning and inference. And the more entrants and niche applications show up the more demand there is for their product. TPUs theoretically play into this, but the "leak" doesn't mention them at all.