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Google banks on AI edge to catch up to cloud rivals Amazon and Microsoft

ft.com

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Re: Google banks on AI edge to catch up to cloud rivals Amazon and Microsoft

#81

Post by pjmlp »

eddythompson80 wrote: post #78
pjmlp wrote: post #64

Earlier quoted context omitted.

Azure secret juice are Microsoft shops. When you are already into some combination of Office, Windows desktops, Active Directory, .NET, SQL Server, Github Copilot, then Azure feels like the natural cloud transition.

Azure is exceptionally broken though. It only exists for those who don’t want to put all their eggs in the Amazon basket, and because Microsoft has an old relationship with many large enterprises and is good at selling to them. No body is picking azure based on a technical reason as all services are horrific to use.

Amazon is hardly anything amazing.

I much rather deal with Azure than the complexity maze of AWS products, IAM configurations, primitive Web based IDE tooling and shell.

Amazon would never had come up with something like VSCode, which was born as the Azure Web IDE.

Re: Google banks on AI edge to catch up to cloud rivals Amazon and Microsoft

#82

Post by pjmlp »

jojobas wrote: post #67
pjmlp wrote: post #64

Earlier quoted context omitted.

Azure secret juice are Microsoft shops. When you are already into some combination of Office, Windows desktops, Active Directory, .NET, SQL Server, Github Copilot, then Azure feels like the natural cloud transition.

Office, Windows and SQL server get some hate now and then but are nowhere near as buggy as Azure.

All cloud vendors are buggy, and if you aren't paying enough there are only bots to talk to.

Re: Google banks on AI edge to catch up to cloud rivals Amazon and Microsoft

#83

Post by spwa4 »

fxtentacle wrote: post #71

I feel like those articles all look at the wrong aspect: once AI companies are forced to compete on price (i.e. in 6 months), then Google’s TPU is going to be a massive advantage that’s almost impossible for Amazon or Microsoft to replace.

Google has never competed on having a price advantage.

Re: Google banks on AI edge to catch up to cloud rivals Amazon and Microsoft

#84

Post by delbronski »

tt24 wrote: post #36
ViktorRay wrote: post #2

Whenever I read about how powerful these companies are, it sends chills down my spine.

Saying this about a compute rental service is hilarious They have the power to do what exactly? Sell you some EC2 instances at reasonable prices? lol There’s organizations that have the power to openly kidnap and execute people and we’re being melodramatic about a few buildings with computers in them

Wasn’t it just a few months ago that a big tech CEO used his powers to gain access to all the US government data he wanted? Did you forget that already?

Did you see any clips from Trumps inauguration? Weren’t the CEOs of these big tech companies sitting right behind him?

Shall we even talk about Palantir?

I think it’s pretty obvious what the power of these companies are. You have to have your head pretty deep in the tech hole to think this is just about fair ec2 pricing. What I’d do to have that kind of ignorance again.

Re: Google banks on AI edge to catch up to cloud rivals Amazon and Microsoft

#85

Post by cyberax »

jeffbee wrote: post #29
cyberax wrote: post #20

Earlier quoted context omitted.

Cisco is doing great. Sun got acquired by Oracle. Oracle itself is also fine (apart from it is Oracle). Akamai is doing fine. From the pure software side, Macromedia got acquired. RedHat was doing fine before IBM gobbled it up. But I honestly can't remember any other "picks and shovels" software companies from pre-dotcom.

The glass-in-the-ground people went spectacularly broke. I also suggest you look up the stock price chart for JDSU. On the software side, Ariba and Commerce One.

Yeah, hardware companies got hit hard. But dotcom also coincided with the de-industrialization era, with manufacturing moving out of the US, with a double whammy of commodization. So it's hard to disentangle the causes.

And then I can't really remember many Internet-focused software pick&shovels companies from that era. I was only starting my professional career at that time, though.

Re: Google banks on AI edge to catch up to cloud rivals Amazon and Microsoft

#86

Post by nadermx »

kirubakaran wrote: post #39
irishcoffee wrote: post #6

I’ve always thought “man it would have been a great job selling shovels and pickaxes during the gold rush” back in the day.” I know, I know, it’s really hard having these insights. We all have our crosses to bear.

Even the original gold rush pickaxe guy Sam Brannan went broke, and he practically had a monopoly on pickaxes by buying up the entire supply: https://en.wikipedia.org/wiki/Samuel_Brannan

Went broke "Following the divorce, he became a brewer and developed a problem with alcohol."

Re: Google banks on AI edge to catch up to cloud rivals Amazon and Microsoft

#87

Post by quanto »

> Only Nvidia currently rivalled Google’s combination of AI hardware and integrated chip software, he added.

Does the phrasing imply that Google sees itself as #1 and Nvidia as a close #2 that may rival its greatness? not to mention other big contenders.

Re: Google banks on AI edge to catch up to cloud rivals Amazon and Microsoft

#88

Post by modo_mario »

tt24 wrote: post #36
ViktorRay wrote: post #2

Whenever I read about how powerful these companies are, it sends chills down my spine.

Saying this about a compute rental service is hilarious They have the power to do what exactly? Sell you some EC2 instances at reasonable prices? lol There’s organizations that have the power to openly kidnap and execute people and we’re being melodramatic about a few buildings with computers in them

>There’s organizations that have the power to openly kidnap and execute people and...

Like banana companies?

Re: Google banks on AI edge to catch up to cloud rivals Amazon and Microsoft

#89

Post by TitaRusell »

pjmlp wrote: post #82
jojobas wrote: post #67

Earlier quoted context omitted.

Office, Windows and SQL server get some hate now and then but are nowhere near as buggy as Azure.

All cloud vendors are buggy, and if you aren't paying enough there are only bots to talk to.

If you want cheap that's what you get. Service costs money.

Like how my local supermarket prefers hiring teenagers.

Re: Google banks on AI edge to catch up to cloud rivals Amazon and Microsoft

#90

Post by TitaRusell »

tt24 wrote: post #61
raincole wrote: post #49

Earlier quoted context omitted.

Wait until you learn what governments are.

Seriously I don’t understand how this is even a remote comparison lol If we’re worried about power there are other much scarier organizations to criticize first

I am worried about these batshit insane billionaire tech bros. They are already in the White House.
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