Google’s Cloud Next keynote was by far its most impressive presentation in the AI era, not least because the company put forward its infrastructure advantages (Ben Thompson/Stratechery)

Ben Thompson / Stratechery:
Google's Cloud Next keynote was by far its most impressive presentation in the AI era, not least because the company put forward its infrastructure advantages  —  It was impossible to miss the leading message at yesterday's Google Cloud Next keynote: Google has the best infrastructure for AI.