> Diversifying away from a single source for all of AI hardware and software, is a smart thing to do.
I wonder how this squares with the exclusivity contract with Microsoft. Even the OpenAI/Oracle deal requires Oracle to run Azure stack on their datacenter so MSFT can mediate the relationship. The AMD chips mentioned are also purchased by MSFT.
I wonder if this really means that OpenAI is accepting the risk/capital expense while providing a variety of hardware to Microsoft, or if there are other terms at play.
I wonder how this squares with the exclusivity contract with Microsoft. Even the OpenAI/Oracle deal requires Oracle to run Azure stack on their datacenter so MSFT can mediate the relationship. The AMD chips mentioned are also purchased by MSFT.
I wonder if this really means that OpenAI is accepting the risk/capital expense while providing a variety of hardware to Microsoft, or if there are other terms at play.