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tormehtoday at 12:08 AM1 replyview on HN

Google is already there with TPUs. The reason they can add AI to every single google search is not just that Google has near-infinite cash, but also that inference costs far less for Google than anyone else.


Replies

peststoday at 3:05 AM

Reading the specs on the new TPU designs and how it incorporates optical switching fabric and other DC-level technology to even function, I think the moat is already there.