this post was submitted on 07 Jun 2026
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Honestly Google is likely to beat openAI and Anthropic as things are.
OpenAI and Anthropic have to buy/rent their hardware from Nvidia, while Google is making their own TPU hardware. Google's hardware costs on AI is way lower, every dollar they spend on it goes a lot farther.
And unlike the other two, they're already a profitable company. They're making record profits right now. They don't have a desperate need to figure out how to make back billions on their AI models, they can just keep offering Gemini at a comparatively cheap price and wait for anthropic and open AI to bankrupt themselves.
I guess google's announcement of renting xai compute could have been simply for show to boost SpaceX ipo.
They have big plans to build more data centers for themselves, so they definitely want more compute than the have access to right now. But even if they're paying more to rent xai compute, they're still paying less overall for hardware/access than their direct AI competition.