Analysis: Google DeepMind has lost frontier-model momentum amid leadership and RL talent departures, with Google Cloud emerging as a winner with more compute (SemiAnalysis)

SemiAnalysis:
Analysis: Google DeepMind has lost frontier-model momentum amid leadership and RL talent departures, with Google Cloud emerging as a winner with more compute  —  GCP YoY rev growth >100%, DeepMind's long term failure is Google Cloud's short term gain  —  On Wednesday, August 5th …