Jul. 16 at 10:08 PM
$GOOGL $GOOG funny.
You also failed to see the big picture.
Every frontier model is using google clouds infrastructure or connect with it.
Keywords, frontier model.
What you and bears fail to see, is google and others like amazon and microsoft well benefit from, is the local AI models.
These open source models will also need to connect or utilize these cloud offerings for tooling that devs will need to implement.
Think why anthropics CEO is trying to get open models banned or regulated?
Because it makes their offerings worthless.
If companies start to host their own local models, thats a lot of gpus, on prem or on the cloud, that will be needed.
Google, Amazon, and Microsoft can provide these easily.
Datacenters get shutdown or blocked?
It does not affect these 3 companies for these local model offerings.
