At Google I/O the Google Duplex just came out and now releasing new public self-driving car, Waymo. I can't think of any Tech Giants that can actually compete with Google AI other than Amazon. I'm thinking other companies will team up such as Nvidia, Intel, AMD, and etc. Apple seems to be lacking.
Don't forget the many Chinese companies heavily investing in AI.
Not only the biggest 3 (Tencent, Alibaba, Baidu) but many others (JD.com, Sina, ...) and also startups (SenseTime, iCarbonX) are very active, in all AI sectors.
They have a couple of advantages for the future:
- a huge and growing domestic market
- availability of large amounts of data coupled with more relaxed data privacy regulations
- strong support from the government (in the form of the 2030 AI Strategic plan); how many countries can even plan for something longer than 5 years?
This is pure speculation on my part, but I also think Amazon only, because Bezos is an engineer/founder, cares about marketshare and utility over profits, almost certainly understands the implications of recent validations of strong-narrow AI, and will invest sufficiently to give Google a run for their money.
(This partly has to do with how successful Bezos has been as an entrepreneur, which is partly a factor of his flexibility.)
I just don't see it happening elsewhere, sans this type of leadership and control. Google, by contrast, is and always has been an "algorithm company" first and foremost, so they are in the lead almost by default.
I will assume that you mean the Strong AI or AGI race? Interesting question, given Google's investment in the technology it seems hard to imagine them giving up the throne at this point.
However, there definitely are some competitors. Some that come to mind are Amazon, OpenAI, Baidu. These companies all have significant resources and have teams dedicated to solving the Strong AI problem.
A DarkDarkhorse in the race would be a team like OpenCog/SingularityNet. They are trying to build strong AI powered by the blockchain(Ben Goertzel). With enough computation and ingenuity though, an individual or small team could do it themselves.
In my own opinion the biggest threats would be Nvidia because of their tight grip on the GPU market; it will be relatively easier for them to catch up with innovative ideas.
Baidu is on the horizon though their research at this point seems to be domain specific, NLP to be precise.
If we talk about Narrow AI, big companies have an evident advantage, as you say. Moreover, because they have the capability of buy small challenging companies.
If we talk about General AI, the chances are equal, the muse will appear when they want to the person they want.
Google may appear to have a strong advantage over its competition in Narrow AI due to its acquisition of other AI companies such as Boston dynamics. Google also has extremely large data sets that may be analysed computationally to reveal patterns, trends, and associations, especially relating to human behaviour and interactions which is useful as training data when creating AGI. However, achieving the goal of an AGI is far more complex in terms of the amount of research that needs to be done, regardless of how much data you have.
In my opinion, a dedicated research company such as openAI, which works non-for profit, can certainly influence AGI in a positive way and be a very strong contender to Google.
On the other hand, China is pouring billions and billions of dollars into AI at the moment as China is well behind the rest of the world in the AI race. They are however, now employing thousands upon thousands of the greatest, most innovative minds around the world and footing the bill with the aim to gain more momentum in this field, keep up to pace with the rest of the world.
China essentially have a very good chance of winning the AI race just due to the sheer amount of money in grants it is handing out to researchers and startup AI companies.
Who stands a chance against Google in the AI race?
The Google TPU is a GPU sized chip developed for deep learning, it is a matrix processor specialized for neural network work loads.
"The latest-generation Cloud TPU v3 Pods (more than 1,000 individual TPU chips) are liquid-cooled for maximum performance, and each one delivers more than 100 petaFLOPs of computing power. In terms of raw mathematical operations per second, a Cloud TPU v3 Pod is comparable with a top 5 supercomputer worldwide (though it operates at lower numerical precision).".
The Cerebras 16nm TSMC wafer sized chip is a whopping 46,225mm² die that consumes 15kW and packs 400,000 cores, it's said to deliver the performance of a farm of a thousand Nvidia GPUs that can take months to assemble while requiring just 2-3% of its space and power.
"The Cerebras device packs 84 tiles in a 7x12 array. Each includes about 4,800 cores geared for AI’s sparse linear algebra with 48 KBytes SRAM each (a total of 18 GB), their sole memory source.
- 9 Petabytes/s memory bandwidth
- 100 Petabits/s fabric bandwidth
- Native optimization for sparsity (to avoid multiplying by zero)
- Software compatibility with the standard AI Frameworks such as TensorFlow and PyTorch
- Cerebras says it is currently working with major customers to evaluate early silicon, and that it hopes to ship production servers using its WSE by mid-2020".
For comparison the Nvidia Tesla V100 is 815mm² with 21.1 billion transistors, while Cerabras chip is 46,225mm² with 1.2 trillion transistors, that's 50x bigger.
Yes, it's one chip; they don't slice the wafer.