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Analysis: Google DeepMind has lost frontier-model momentum amid leadership and RL talent departures, with Google Cloud emerging as a winner with more compute (SemiAnalysis)

GCP YoY rev growth >100%, DeepMind's long term failure is Google Cloud's short term gain — On Wednesday, August 5th …

We haven't written up this one. Techmeme has the full story — the link below goes straight to it.

Read the original at newsletter.semianalysis.com →

More in Tech

Will Apple Be Able to Use CXMT Chips?

The Wall Street Journal reported on Aug. 9 (local time) that Apple is testing memory chips from ChangXin Memory Technologies (CXMT), China’s largest DRAM maker, for use in major product lines such as…

  • Apple testing CXMT memory chips for iPhone and MacBook.
  • CXMT backed by Chinese government, can mass-produce DRAM.
  • U.S. export controls and CXMT's limitations hinder Apple adoption.