Copyright computerworld
In the market That same drive toward sovereign cloud AI services will also act as an imminent brake on the development of new AI tech empires that demand global access to markets for their business plan to work. That’s not to say tech firms won’t find ways to sidestep that desire, but it will certainly be helpful to have good relationships with hardware suppliers to achieve that kind of share. In that sense, this new Google/Apple arrangement may feel inevitable. Google will want to give Gemini the best possible shot at ubiquity, while Apple may find itself pondering AI partnerships beyond ChatGPT, given how many of its former designers are now involved in hardware design for OpenAI. Industry watchers must wait and see what the real implications of this will be, given that access to the actual raw materials for high-end computational devices is becoming increasingly limited as more firms than ever chase the market for compute chips. OpenAI needs more servers, more than it needs to give people smart bracelets.
