Not a single AI company is cash flow positive, not even Google's AI part of the business.
It's unclear if they even can be, since commodity models you can use for free catch up to them pretty close to yearly.
Not a single AI company is cash flow positive, not even Google's AI part of the business.
It's unclear if they even can be, since commodity models you can use for free catch up to them pretty close to yearly.
It's hard to say with Google as you don't know how much of the revenue was increased by having the AI stuff. The CEO sounds upbeat:
>We are seeing AI now driving real business results across the company. We delivered our first ever $100 billion quarter. Five years ago, our quarterly revenue was at $50 billion. Our revenue number has doubled since then, and we are firmly in the generative AI era.
They also do a lot of different stuff in AI, like they make their own TPUs and "Anthropic recently shared plans to access up to 1 million TPUs". So some of the business is a bit Nvidia like.