[consumer451]

The counter argument, saying that it’s likely going to be Google, appears in the latest Acquired.fm podcast.

They’re the only AI lab with their own silicon.

Edit: they didn’t say “likely,” they just marveled at the talent + data + TPU + global data centers + not needing external investment.

If I recall correctly, their theory was that google could deliver tokens cheaper than anyone else.

[oblio]

Amazon.

[bluesroo]

Every single major AI player at the moment is designing chips with some getting close to their first tape out. Including OpenAI.