ChatGPT-style search represents a 10x cost increase for Google, Microsoft

Google hints that an AI chatbot search engine will really cut into its profits.

See full article...

 

[fuzzyfuzzyfungus]

Yes, the whole idea that ML is free/cheap is extremely temporary. Even these $15 a month subs are not cutting it. I even expect the likes of nvidia too to have, dlss 4 or something on subscription.
I was involved in a small scale ML project with ~20000 users, and the amazon bill was going higher and higher. At least as long as we wanted to do a good job. If Microsoft and google have a race for the best ML datacentres the costs will skyrocket. Google wanted to develop their own custom silicon though.... which will be doomed to failure because they microdose so much that they can't keep any project for more than 13 months.

I lack the expertise to compare it to the options from Nvidia, AMD, and Intel; but the custom silicon you say they are incapable of developing is available for rent and has been since something like 2018.

I'd certainly be interested to know how much that project pays its own way vs. being primarily a tool to make getting decent prices out of Nvidia easier; but it's absolutely a real product that exists.