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MSFT had a right to compute exclusivity. "Microsoft will no longer have a right of first refusal to be OpenAI’s compute provider." Seems like a loss to me!
by _2d30 11mo ago
MSFT had a right to compute exclusivity.
"Microsoft will no longer have a right of first refusal to be OpenAI’s compute provider."
Seems like a loss to me!
- davey48016 11mo agoI assume that first refusal required price matching. If the $250B is at a higher price than whatever AWS, GCP, etc. were willing to offer, then it could be a win for Microsoft to get $250B in decent margin business over a larger amount of break even business.