Google's in a CRAZY position
When you look at the other frontier labs like anthropic and open AAI, all they talk about is being uh compute constrained. >> But then you see Google over here, you know, you have the full stack. You have your own chips, but you're not only serving your own inference, you're training, you're selling inference, you are also allowing some of your competitors to build on top of your own chips, you're also selling your own chips.How do you have so much capacity or how do you think about it. whereas the other fr ...