Comment by eden-u4
Also, they have all the infra to actually use all that tpus advantage (as well as actual researchers, contrariwise to OpenAI)
Also, they have all the infra to actually use all that tpus advantage (as well as actual researchers, contrariwise to OpenAI)
That will be less of a problem since OAI can spill out to other providers as needed if their own capacity is under high utilization. They already use coreweave, aws, azure, etc. Google doesn't do that as far as I know and don't see why they would, so they are stuck eating the capacity planning.