alt Hacker NewsI'd agree for OpenAI and Anthropic, but Google is a different story, because they're renting TPUs to both OpenAI and Anthropic, and presumably making reasonable margins on them given how supply constrained the entire industry is.
I'd agree for OpenAI and Anthropic, but Google is a different story, because they're renting TPUs to both OpenAI and Anthropic, and presumably making reasonable margins on them given how supply constrained the entire industry is.
That's a good point!