alt Hacker NewsPrediction: google cloud will pivot to being a hyperscaler versus a model + hyperscaler. Kind of like how xAI started hosting anthropic workloads with colossus cluster.
bc the alpha is not the model, the alpha is having the physical infra (chips, power, etc).
Replies
barumrho • today at 6:49 PM
Is that a long term prediction? Are you saying that physical infra will always lag demand from here on?
But x.ai also hosts Grok? Why would google stop developing their own models? I think you're right that Google will try to make money from their infrastructure (that's basically what Google Cloud is too).