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Google AI Coup Presages Clash Of The Titans
I spent an enormous (but not inordinate) amount of time last month editorializing around what one po
If we are headed into an “AI war,” then could these circular-funding schemes become more like “alliances?”
Or firing squads
The success of Google’s TPU chips is really significant. The chips are more efficient for many AI tasks and are more economical (cheaper) than the GPUs from Nvidia.
In time, they (the TPU chips) should challenge the underpinnings of the useful life assumptions underlying most data centers being built with Nvidia GPUs. Especially those funded by borrowed funds.
That is what is rightfully alarming some AI investors more than the success of the Gemini 3 model LLMs versus Chat GPT etc.
They should all just do a big huge merger and become one monolithic Evil Corp. I am sure a feckless US Antitrust would approve the merger.
Agreed, because then I need less apps and passwords.
Fewer
Cyberdyne Systems has a nice ring to it.
H-Man, meanwhile any company that has “AI” in a name, an 8K, a press release is going through the roof. This truly is a bubble with legs and then some.
At what point will the big tech titans, start investing, seriously, in quantum?
Google is one of the leaders currently in the quantum computing field and have set many records
iBM as well
As I follow this evolutionary path, with all the players overdoing their strategies, what my crystal ball is showing is the prospect of massive layoffs as al the excess capacity being created has to unwind. I’m not talking about stock market bubbles; that’s for others to worry over. I’m thinking of the “real” world where business models are crushed from lack of substance and excess capacity. The “dot.com” era was tiny and fragmented by comparison.
What chips are next when the new contest isn’t LLMs. One thing is certain, the rate of change in the IT world is accelerating.