It's strange to me that Apple would choose to disadvantage themselves by selecting Google as their provider as opposed to, say, Anthropic or even OpenAI. Doesn't this mean they'll struggle more to differentiate themselves from the assistant on Android phones? Thinking more cynically, couldn't Google, if they wanted, feed Apple an inferior version of Gemini, ensuring they stay ahead? As the consumer, this just sucks b…
Anthropic and OpenAI are stuck on slower and more expensive nvidia hardware. It doesn’t scale like googles TPUs.
Just having an ungodly amount of capex by blanketing the Midwest with datacenters full of GPUs is a disaster in slow motion.