Except if you're Anthropic or OpenAI you don't care about what your compute provider has done in the AI space - you care about the compute power they can give you.
But how many of those are ordered specifically for OpenAI, and are on order as a result of them to begin with? Do you think if we were in a parallel universe where OpenAI ended up partnering with Google or Amazon instead, the GPU shipments would look the same? I think they would reflect wherever OpenAI ended up doing all their compute showing a pretty similar lion's share.
Your claim was that people should care about compute based on what the provider has done in the AI space, but Microsoft was pretty far behind on that side until OpenAI - Google was really the only player in town. Should they have wanted GCP credits instead? Do you care about their AI results or the ex post facto GPU shipments?
Or, if what you actually want to argue is that Anthropic would be able to get more GPUs with Azure than AWS or GCP then this is a different argument which is going to require different evidence than raw GPU shipments.
The claim being implied was that Anthropic was in a better position because they had partnered with AWS versus Azure and thus they would have more access to GPU.
That isn't the case, at all. All I'm stating is what the chart clearly shows - Azure has invested deeply in this technology and at a rate that far exceeds AWS.
