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Comment by ZeroCool2u | Hacker News Reader

Interesting side effect of this is that Google Cloud may now be the only hype scaler that can resell all 3 of the labs models? Maybe I'm misinterpreting this, but that would be a notable development, and I don't see why Google would allow Gemini to be resold through any of the other cloud providers.

Might really increase the utility of those GCP credits.

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Might not be good for Gemini long term if Anthropic and OpenAI can and will sell in every cloud provider they can find but businesses can only use Gemini via Google Cloud.

Good for Google Cloud, bad for Gemini = ??? for Google

Except Gemini might end up being far cheaper per token due to the infrastructure advantage

Do we have proof that it's cheaper in terms of $/token/intelligence?

I think the public pricing usually has it cheaper (relatively). Obviously since AI is constantly evolving it's not going to compare as favourably farther to a major Gemini release

I was mainly referring to the TPU hardware advantage + GCP running and designing their own datacenter stack.

Does TpU actually have an advantage over Nvidia GPUs?

How is it good for Gemini that it's not available on two out of three major cloud platforms?

It isn't. That's why I said "might not be good for Gemini".

Oof, I completely missed that "not", thanks.

"hype scaler" indeed!

that will likely mean the end of gemini models...

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