SemiAnalysis defies Google DeepMind: It's no longer a cutting-edge AI lab

Comparative news, according to monitoring, the latest SemiAnalysis report directly determined that Google DeepMind is no longer a cutting-edge AI laboratory, and the probability of doing SOTA again in the future has also been reduced to zero. It believes DeepMind is losing top talent and computing power at the same time. Jeff Dean, Sanjay Ghemawat, Quoc Le, and Oriol Vinyals recently left Google to start their own business. Previously, Gemini co-leader Noam Shazeer switched to OpenAI, and Nobel Prize winner John Jumper joined Anthropic. Computing power is also being sold in large quantities to competitors. SemiAnalysis estimates that from the third quarter of 2026 to the fourth quarter of 2027, more than 20% of TPU shipments will be sold directly to Anthropic, which is equivalent to locking large amounts of scarce computing power to Gemini's rivals for a long time. SemiAnalysis ultimately attributed the problem to Google's bureaucratic, slow, and strategically conservative organizational culture. It even compared today's Google to IBM and Intel: the technical ability is still strong, and it can make more money. It's just the hardest and riskiest technology competition, which is probably no longer the company's number one priority.