Reaction
Is Google becoming the new IBM of AI?
A satirical post argues that Google’s AI teams compete for compute while other companies stand to benefit from the TPUs Google invented.
TLDR
The writer claims Google is selling up to one million TPUs to Anthropic and bringing in Blackstone with $5 billion to build a separate 500 MW TPU cloud. The post asks whether Google is becoming a company others rent AI infrastructure from rather than one building the future itself.
Combined views
24
3 Sources, first seen 5h ago
reposts