Hacker News
points by treis 1 day ago | 0 comments
It's a tale of two AIs for Google. Cloud doubled revenue and tripled profit, probably based off serving models. So good for Cloud.

Search increased revenue and profit which is good. Means that LLMs are not yet stealing revenue. But also bad because the massive spend on infrastructure doesn't look like it's going to come back as increased revenue.

[–] mirekrusin 1 day ago
Out of all companies, with their own TPUs and native large scale computing... "habitat" they exist in – they probably know how to spend it well.
[–] Anon1096 1 day ago
People on the internet really overrate google's TPU advantage. OAI and Anthropic and others have been using TPUs as well for a long time now too. And they've also hired lots and lots of talent from the rest of FAANG, hyperscale compute talent and knowledge is also well distributed through all the top AI companies at this point.
[–] ismailmaj 1 day ago
They control the supply chain though, so they can't be price-gouged by Nvidia