'Why Google Still Needs Nvidia; The AWS-OpenAI Marriage That Could Have Been' - The Information
Portfolio Pulse from Happy Mohamed
Google has unveiled its next-generation artificial intelligence chip at its annual enterprise software conference, Google Cloud Next. Despite this, Google has also announced a partnership with Nvidia to offer Nvidia's AI chips through Google Cloud. This is due to many AI engineers preferring Nvidia's hardware, which is currently in short supply. Google is also trying to drive usage of its Tensor Processing Units, and is making it easier for developers to use both chips.
August 30, 2023 | 2:05 pm
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Google's partnership with Nvidia could attract more customers to its platform, but it also indicates a reliance on Nvidia's hardware.
Google's partnership with Nvidia could attract more customers to its platform due to the popularity of Nvidia's hardware. However, this also indicates a reliance on Nvidia's hardware, which could be a concern if supply issues arise.
CONFIDENCE 90
IMPORTANCE 70
RELEVANCE 80
POSITIVE IMPACT
Nvidia's partnership with Google could increase the demand for its AI chips, but it also indicates a reliance on Google's platform.
Nvidia's partnership with Google could increase the demand for its AI chips due to Google's large customer base. However, this also indicates a reliance on Google's platform, which could be a concern if Google decides to push its own hardware more aggressively.
CONFIDENCE 90
IMPORTANCE 70
RELEVANCE 80