Earlier quoted context omitted.
Yes. Google is probably gonna win the LLM game tbh. They had a massive head start with TPUs which are very energy efficient compared to Nvidia Cards.
The only one who can stop Google is Google. They’ll definitely have the best model, but there is a chance they will f*up the product / integration into their products.
But then again even there, their reputation for abandoning products, lack of customer service, condescension when it came to large enterprises’ “legacy tech” lets Microsoft who is king of hand holding big enterprise and even AWS run rough shod over them.
When I was at AWS ProServe, we didn’t even bother coming up with talking points when competing with GCP except to point out how they abandon services. Was it partially FUD? Probably. But it worked.