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A look at the economics of Microsoft and Google inserting LLMs into search, crushing profitability and requiring massive capex, and the impact on the companies (SemiAnalysis)

Photo of Grace Will Grace Will February 10, 2023
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A look at the economics of Microsoft and Google inserting LLMs into search, crushing profitability and requiring massive capex, and the impact on the companies (SemiAnalysis)
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SemiAnalysis:

A look at the economics of Microsoft and Google inserting LLMs into search, crushing profitability and requiring massive capex, and the impact on the companies  —  $30B Of Google Profit Evaporating Overnight, Performance Improvement With H100 TPUv4 TPUv5  —  OpenAI’s ChatGPT took the world by storm …



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