> They simply do not have the TPU pods or the H100 clusters to train a frontier model like Gemini 2.5 or 3.0 from scratch without burning 10 years of cash flow.

Why does Apple need to build its own training cluster to train a frontier model, anyway?

Why couldn't the deal we're reading about have been "Apple pays Google $200bn to lease exclusive-use timeslots on Google's AI training cluster"?

That would be more expensive in the long run and Apple is all about long game