I want to know how impacted Gemini has been by that, because that will reveal a lot about their margins and revenue generating first party demand. Each MSFT earnings report they discuss the balance they’re dealing with between supplying GPUs to Azure customers and first party demand.
My pet theory is that Gemini is “losing” the LLM race because they’re preferentially selling the TPUs to competitors, while keeping just enough for themselves to stay competitive and build their own products.
It's probably the best multimodal model I've worked with (if somebody knows a better one for audio analysis, please let me know!)
I HIGHLY doubt that Gemini is overloaded, Google has been bullshitting with their crap models since release. Waste of everyone's time.