Let’s just say what it is: devs are too constrained to jump ship right now. It’s a massive land grab and you are not going to spend time tinkering with CUDA alternatives when even a six-month delay can basically kill your company/organization. Google and Apple are two companies with enough resources to do it. Google isn’t because they’re keeping it proprietary to their cloud. Apple still have their heads stuck in sand barely capable of fixing Siri.

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stingraycharles 5 hours ago | parent [-]

Google has their own TPUs so they don’t have any vendor lock-in issues at all.

OpenAI OTOH is big enough that the vendor lock-in is actually hurting them, and them making that massive deal with AMD may finally push the needle for AMD and improve things in the ecosystem to make AMD a smooth experience.

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apfsx 4 hours ago | parent [-]

Google’s TPU’s are not powering Gemini or whatever X equivalent LLM you want to compare to.

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rfw300 4 hours ago | parent | next [-]

This isn't true. Gemini is trained and run almost entirely on TPUs. Anthropic also uses TPUs for inference, see, e.g., https://www.anthropic.com/news/expanding-our-use-of-google-c... and https://www.anthropic.com/engineering/a-postmortem-of-three-.... OpenAI also uses TPUs for inference at least in some measure: https://x.com/amir/status/1938692182787137738?t=9QNb0hfaQShW....

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skirmish 4 hours ago | parent | prev | next [-]

I can assure you that most internal ML teams are using TPUs both for training and inference, they are just so much easier to get. Whatever GPUs exist are either reserved for Google Cloud customers, or loaned temporarily to researchers who want to publish easily externally reproducible results.

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jsolson 3 hours ago | parent | prev | next [-]

This comment is incorrect: https://storage.googleapis.com/deepmind-media/Model-Cards/Ge...

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stingraycharles 4 hours ago | parent | prev | next [-]

They are, even Apple famously uses Google Cloud for their cloud based AI stuff solely because of Apple not wanting to buy NVidia.

Google Cloud does have a lot of NVidia, but that’s for their regular cloud customers, not internal stuff.

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rdudek 4 hours ago | parent | prev [-]

What is powering Gemini?

	▲	jsolson 3 hours ago \| parent [-]
		TPUs: https://storage.googleapis.com/deepmind-media/Model-Cards/Ge...