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  • Hacker News
  • How are they trusting Google not to destill them
    by bananzamba
  • Google should just spin out DeepMind as an independent company and get out of the model building business: just sell tents and shovels as they say, and leave the actual (gold) mining to others.
    by mlmonkey
  • Preparing for Oracle bankruptcy.
    by 123haw
  • I don't understand all the wild speculation and question here - openai is selling a shit ton of inference through third parties. these third parties want to provide inference to their customers who use gcp (and don't want to also inference through bedrock or azure ai foundary.

    these are all zdr engagements and thus "enterprise" contracts.

    basically it boils down to - anthropic already provides inference direct through GCP, Azure, and AWS - so to compete openai is doing the same.

    by open592
  • > Enterprises with Google Cloud spend commitments will be able to draw down their GCP commitments for these purchases.

    This is a fairly big move by Google... It means revenue they have already booked and reported to shareholders they now might have to give away - potentially all of it. Bean counters hate that!

    by londons_explore
  • Sergey better really go into "founder mode" or else Thomas Kurian (head of GCP) will continue to eat Deepmind's lunch.

    Between selling TPUs to external companies and now hosting competitor models, Gemini just doesnt have the full faith of the Alphabet capital allocators, and I can't really blame them. A mature company like google would rather just expand their extremely profitable cloud business rather than dump billions into a black hole on the off chance they achieve RSI or superintelligence or whatever.

    by anthonypasq
  • Gotta love the disclaimer at the bottom:

      Microsoft remains OpenAI’s primary cloud partner.
    by nsagent

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