anthropic is the anchor external customer of tpu's and nvidia is worth more than all of google. If tpu's actually breakout as a viable alternative over the next few years for multiple clients the business could easily be worth as much as search, maybe more.
Why haven't they broken out yet, I wonder, if they're more efficient for inference and LLM costs are now weighted towards inference over training?
But as far as i know it currently supports just that + tensorflow (which nobody uses it anymore, least here). And last we tried, so much of our kernels needs rework that it’s not worth the effort.
This may change since ironwood but we haven’t tried that generation.
Microsoft is in the same boat with Azure.
If only Apple could pass the favor forward. But no, they can't be bothered to invest even a single million in Asashi Linux to benefit their own hardware.
Especially in those days Microsoft was both a platform for software to run on, and a maker of software, and being flexible to emphasize one or the other aspect depending on the way the market is... has been good for them.
The tech is great but valuations are out of control. It's cheaper to keep valuations high through these circular financing deals, rather than to allow for any deflation.
Example. Them doing a AB test where they remove Claude CLI from the 20$ pro plan ... they rolled it back now. Other rate limits where they publicly double your quota at NON peak times but lower it during peak quietly. These are tacky and signs of panic.
One such issue is experimentation. But when you see back to back issues, it looks odd.
What's the explanation behind this? I am sure they use AI in their ad network (matching web sites with ad offerings, maybe generating ads automatically), but is there more to it?