Silicon Data's Head of Research @stevehou on Google's shake-up and what they're betting on: "Google has always, I think, had a bit of a struggle with DeepMind being somewhat, intentionally being kept at arm's length..." "You're seeing the commodification of the model layer within the capabilities that you're competing over, the opportunities that lie with scaling up the compute side, and the inference market growing as it is.." "At some point, you make a choice as to which layer of the…