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OpenAI is dependent on Microsoft for GPUs, who are in turn dependent on Nvidia for GPUs. It’s nearly the least moat-y version of this out there.
by danpalmer 2y ago
OpenAI is dependent on Microsoft for GPUs, who are in turn dependent on Nvidia for GPUs. It’s nearly the least moat-y version of this out there.
- m3kw9 2y agoUsed to be when they had no money
- danpalmer 2y agoMoney doesn't just give you hyperscaler datacenters or custom silicon competitive with Nvidia GPUs. Money and 5 years might, but as this shows, OpenAI only really has a 1.5 year runway at the moment, and you can't build a datacenter in that time, let alone perfect running them at scale, same with chip design.