[dbmnt]

> Google's non-AI efficiency is not much better than Amazon or anyone else.

I don't think this is true. Google has long been a leader in efficiency. Look at the power usage effectiveness (PUE). A decade ago Google announced average PUEs around 1.12 while the industry average was closer to 2.0. From what I can tell they reported a 1.1 average fleet wide last year. They've been more transparent about this than any of the other big players.

AWS is opaque by comparison, but they report 1.2 on average. So they're close now, but that's after a decade of trying to catch up to Google.

To suggest the rest of the industry is on the same level is not at all accurate.

https://en.wikipedia.org/wiki/Power_usage_effectiveness

(Amazon isn't even listed in the "Notably efficient companies" section on the Wikipedia page).

[literalAardvark]

A decade ago seems like a very long time.

We've seen the rise of OSS Kubernetes and eBPF networking since, and a lot more that I don't have on-stack rn.

I wouldn't be surprised if everyone else had significantly closed the hardware utilization gap.