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)

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 …