Things that you only say because you are contractually forced to say them.
replyOr don't want to crash stock price.
replyOpenAI buys from Azure because of the Microsoft investment deal.
replyOpenAI sells and reaches enterprise customers via GCP.
Enterprises want zero data retention guarantees and they're already on AWS or GCP, so this is how OpenAI reaches those customers and makes more money.
Enterprise* customers are overwhelmingly more likely to primarily host on Azure than GCP, m365 runs the corporate world top to bottom. OpenAI doesn't care where the customers come from, more platforms == more reach, they have zero reason to be preferential to any single hosting platform.
reply* By "enterprise" here I mean "big company that is not a tech company". If most of your userbase is carrying a mac, you're probably a tech company. If you're mostly making widgets in factories, chances are high Windows and the ecosystem around it is involved.
I've heard this described as having a "real" or "fake" corporate job on social media.
replyIf you have a Thinkpad, you have a real job. And if you have a MacBook, you have a fake job.
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replyMicrosoft has had ZDR for inference since pretty much the beginning. Just needed to fill out a form and get approved.
replyHowever, consider this:
reply> Enterprises with Google Cloud spend commitments will be able to draw down their GCP commitments for these purchases.
isn't the largest portion of openAI's reach to (overwhelming cloud provider leader AWS) enterprise customers via amazon bedrock?
replyOpenAI only launched on bedrock ~3 months ago, so I doubt it. It has been running on azure since day 1.
replyso.. yeah i guess bedrock is their largest distribution system.
replyIsn't Google renting cloud compute from XAI?
replyGoogle also has a stake in xAI... so they are financing themselves too
replyThat’s putting it lightly. Google was one of the biggest early investors in SpaceX and is currently the second largest shareholder after Musk.
replyYep, and they pay them like 900 mil per mo for it, pretty crazy from the company that first brought TPUs to market
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