But if Gemini doesn't end up using the compute because of whatever reason, Google has other ways to monetize that compute. OpenAI doesn't?

So the same money spent by OpenAI and Google doesn't carry nearly the same amount of risk?

▲ aurareturn 2 days ago | parent [-]

  OpenAI doesn't?

Why not? They've openly said they could in theory sell compute to others if they can't use it all.

	▲	hvb2 2 days ago \| parent \| next [-]
		And who would be buying this from them? Let's say you're anthropic, would you give money to your competitor? I'll also add that Google is already a player in that space so more likely to easily sell it off.
	▲	adgjlsfhk1 2 days ago \| parent \| prev [-]
		this isn't credible though. them not being able to use all their compute likely means that the ai bubble has popped, so they won't be getting a good price on it.