Gemini is Cooked but GCP is Cooking GCP YoY rev growth >100%, DeepMind's long term failure is Google Cloud's short term gain
https://newsletter.semianalysis.com/p/gemini-is-cooked-but-gcp-is-cooking
AI 导读
Gemini 不行了，但 GCP 势头正猛。GCP 年同比增长超 100%，DeepMind 的长期失利成了 Google Cloud 的短期红利。
Gemini is Cooked but GCP is Cooking GCP YoY rev growth >100%, DeepMind's long term failure is Google Cloud's short term gain
https://newsletter.semianalysis.com/p/gemini-is-cooked-but-gcp-is-cooking
来源：SemiAnalysis· x.com