Comment by foobarian
2 days ago
Aren't both of those companies also both at the whims of Microsoft for the actual compute hardware? I'm not good at keeping track of who has actual hardware vs. who runs in one of the big clouds
2 days ago
Aren't both of those companies also both at the whims of Microsoft for the actual compute hardware? I'm not good at keeping track of who has actual hardware vs. who runs in one of the big clouds
don’t forget oracle!
Please forget Oracle. I don't even know the name of their cloud service. I haven't heard anyone using their service for AI.
OpenAI aren’t using their cloud directly, but have signed data center partnerships with them that are effectively huge amounts of debt not backed up with revenue. That’s all liability that Google doesn’t really have because they have revenue from other areas.