A relationship that’s mutually beneficial needn’t be symmetric. Microsoft’s relationship is fairly commoditized - money and GPUs. OpenAI controls the IP that ma

A relationship that’s mutually beneficial needn’t be symmetric. Microsoft’s relationship is fairly commoditized - money and GPUs. OpenAI controls the IP that matters. I’d note that the supplier of GPUs is Nvidia, who also offers cloud GPU services and doesn’t have a stake in the GCP, Azure, AWS behemoth battle. I’d actually see that as a more natural less middle man relationship. The real value azure brings is enterprise compliance chops. However IMO aws bedrock seems to be a more successful enterprise integration point. But they’re all commodity products and don’t provide the value OpenAI provides to the relationships.