Google's push to unify Vertex AI into a suite to compete with Bedrock and Azure AI is coming into focus as it looks to avoid letting its competitors run off with its ground-breaking technology for a third time
BIG TECH
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Google’s Hardware-Software Stack Strategy for AI Dominance
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We don't really have a lot of details on the latter, but it represents a tantalizing opportunity to offer a very Google-only stack—hardware optimized for its software—to recapture its dominance in AI. And, in this case, avoid repeating history for the third time.
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Google Nvidia Launch PaxML Language Model Framework
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Second, and much more subtly, came in the form of the announcement of a language model development framework co-built with Nvidia called PaxML. More importantly, PaxML is built on top of Google's cutting-edge AI framework, JAX, and XLA.
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Google Announces Vertex AI Updates to Compete with Azure and AWS
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Today it made two major announcements. First, it announced a suite of updates to Google's Vertex AI, which brings it more in line with being a direct competitor to Azure AI and AWS Bedrock. It's building out an AI dev suite and throwing its weight behind others like Llama 2.
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Google’s Late Move: How OpenAI Dominated Transformers Era
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For Transformers, it was OpenAI (and by extension Microsoft) that took the technique and built an industry-altering technology on top of it while Google stood on the sidelines. It wasn't until the release of ChatGPT in late 2022 that it felt forced to make a strong move in GenAI.
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Google’s Missed Opportunities: Hadoop and PyTorch Success Stories
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The story for both is pretty similar: Google didn't fully invest in the success of either, leading to another group creating an open source version and swiping the hearts and minds of developers. The former in the form of Hadoop, the latter with PyTorch (stewarded by Meta)
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Google’s Transformers: Foundation of Modern Generative AI
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Google released the Transformers paper in 2017, which created the foundation for modern generative AI. It's not the first time it's created a transformational technology. In fact, it's done it twice before: first with MapReduce in 2004, and then with TensorFlow in 2015.
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Google’s AI Push to Avoid Repeating Competitive Mistakes
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With its suite of announcements today—and a subtle addition by Nvidia—Google is making its push to avoid repeating history for the third time: releasing a groundbreaking technology, and letting its competitors run off with the spoils.
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Google Announces General Availability of Cloud TPU v5e
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Excited to see this announcement about the general availability of our latest Cloud TPU offering, based on the TPU v5e system!
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Nvidia Launches JAX-Based LLM Framework at Google Next
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Nvidia is announcing a large language model framework built on top of JAX and OpenXLA at Google Next. No specific details but this has the potential to have a lot of very drastic implications. More on it later in the newsletter today.