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.
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.