I can bet AWS won't be doing any serious foundational model development, I knew folks on their AGI team now it's not even big enough to compete with the chinese labs... :3
Azure I am not sure how long they will be around doing MAI thinking models, I feel like they will pivot to smaller simpler enterprise only models. And given they already own npm and github openrouter might have made sense though I think they might buy huggingface, not that I want them to but it just feels like it.
Google IDK what google is doing exactly all my friends I knew in the AI teams are out a while ago, so maybe they are doing something really great we just don't know yet.
But I feel like it makes sense for hyperscalers since they can push their weight around a lot better than openrouter and can offer extra compute when providers are under crunch at higher prices to handle spikes. I think they are the only ones who can truly do fluid compute for GPU/AI in the short term(next couple of years).
Maybe after than we might have other big players in the space. Given the sheer scale of buildout I can almost guarantee we will see this pivot, otherwise there is too much hardware and token prices are too high.
Azure I am not sure how long they will be around doing MAI thinking models, I feel like they will pivot to smaller simpler enterprise only models. And given they already own npm and github openrouter might have made sense though I think they might buy huggingface, not that I want them to but it just feels like it.
Google IDK what google is doing exactly all my friends I knew in the AI teams are out a while ago, so maybe they are doing something really great we just don't know yet.
But I feel like it makes sense for hyperscalers since they can push their weight around a lot better than openrouter and can offer extra compute when providers are under crunch at higher prices to handle spikes. I think they are the only ones who can truly do fluid compute for GPU/AI in the short term(next couple of years).
Maybe after than we might have other big players in the space. Given the sheer scale of buildout I can almost guarantee we will see this pivot, otherwise there is too much hardware and token prices are too high.