This is speculation, but funnily enough Gemini models show the least evidence of being distilled from OAI or Anthropic compared to everything else in the market.
I feel this is correct. Google has probably the most data of any company in the world. For better or worse, they don't need to train on the outputs of other models.
Nvidia GPUs let you load encrypted weights onto them and to decrypt on chip so Google would need to have some sort of Nvidia management firmware attack to read from HBM while the GPU is live
Why would it? The point of Gemini is provide user facing services cheaper than if they were paying OpenAI, make some money on the side with API credits and position themselves as a leader when investors want to see AI everywhere.
Google Cloud is competing with AWS. Amazon has Bedrock so Google needs to keep up with them by serving both Claude and GPT, along with Gemini and open models.
The strategy that I’ve heard said out loud now by all the major technology companies is “we’re all doing it (AI) together”
In my view this was more or less the political result of the White House summit
So I think we’re seeing what is basically going to be a giant amorphous set of collaborations such that nobody gets taken down, and the whole market doesn’t collapse
If Alphabet, OAI, MSFT, AMZ…etc all agree to be interoperable then they will be acting more or less as a single body in tension.
Whether that’s good or not is a question of your worldview but I think that’s the strategy
Giant companies working together isn’t an AI-age phenomenon. Go back 10, 20, 30 years and you’ll see that despite all public perception of competitiveness all the largest tech companies (Apple, Microsoft, Google, Samsung, Amazon) buy/sell to each other, sign partnerships and have tight economic interdependencies.
I don't understand all the wild speculation and question here - openai is selling a shit ton of inference through third parties. these third parties want to provide inference to their customers who use gcp (and don't want to also inference through bedrock or azure ai foundary.
these are all zdr engagements and thus "enterprise" contracts.
basically it boils down to - anthropic already provides inference direct through GCP, Azure, and AWS - so to compete openai is doing the same.
OpenAI sells and reaches enterprise customers via GCP.
Enterprises want zero data retention guarantees and they're already on AWS or GCP, so this is how OpenAI reaches those customers and makes more money.
Google Cloud is competing with AWS. Amazon has Bedrock so Google needs to keep up with them by serving both Claude and GPT, along with Gemini and open models.
Google, NVIDIA, OpenAI, MSFT…
GNOM…oh wait no
The strategy that I’ve heard said out loud now by all the major technology companies is “we’re all doing it (AI) together”
In my view this was more or less the political result of the White House summit
So I think we’re seeing what is basically going to be a giant amorphous set of collaborations such that nobody gets taken down, and the whole market doesn’t collapse
If Alphabet, OAI, MSFT, AMZ…etc all agree to be interoperable then they will be acting more or less as a single body in tension.
Whether that’s good or not is a question of your worldview but I think that’s the strategy
MOM-NG GNOMM NGMOM MGNOM MGMNO MGMON ONMGM NOMGM NOMMG
these are all zdr engagements and thus "enterprise" contracts.
basically it boils down to - anthropic already provides inference direct through GCP, Azure, and AWS - so to compete openai is doing the same.