Google’s biggest advantage lies under the hood. Almost every other AI lab trains with NVIDIA GPUs, which are sold at a margin that props up NVIDIA’s multi-trillion dollar valuation. Google use their own in-house hardware, TPUs, which they’ve demonstrated this year work exceptionally well for both training and inference of their models. When your number one expense is time spent on GPUs, having a competitor with their own, optimized and presumably much cheaper hardware stack is a daunting prospect.
Google has a hardware stack advantage: they have their own hardware / processors, and not dependent on Nvidia GPUs. Vgl Nvidia's acq of Groq [[Nvidia koopt AI-technologie Groq voor 20 miljard dollar]]