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> 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 w
by vineyardmike 2y ago
> 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.
- latchkey 2y agoIt is just more of this... https://www.amd.com/en/newsroom/press-releases/2024-5-21-amd-instinct-mi300x-accelerators-power-microsoft-a.html https://www.amd.com/en/newsroom/press-releases/2024-5-21-amd...
- buildbot 2y agoThat's interesting given Microsoft also has it's own accelerator, Maia...