alt Hacker NewsNot exactly. Infra will win the race. In this aspect, Google is miles ahead of the competition. Their DC solutions scale very well. Their only risk is that the hardware and low level software stack is EXTREMELY custom. They don't even fully leverage OCP. Having said that, this has never been a major problem for Google over their 20+ years of moving away from OTS parts.
But anyone with enough money can make infra. Maybe not at the scale of Google, but maybe that's not necessary (unless you have a continuous stream of fresh high-quality training data).