Haider.(@haider1):gemini 4 should at least start rolling out to ultra users next week but i'm still worried about the ultra-first strategy. interestingly, google sold large portions of its TPU capacity to other providers and may now even be struggling to meet its own training and inference needs two competing business priorities...

Haider.

@haider1

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Haider.@haider1

2026.10.02 08:50

gemini 4 should at least start rolling out to ultra users next week but i'm still worried about the ultra-first strategy. interestingly, google sold large portions of its TPU capacity to other providers and may now even be struggling to meet its own training and inference needs two competing business priorities...