… The Forthcoming IPOs It also gives Microsoft more running room to develop and run more of its own AI models, a time when rivals like Meta Platforms – with open source Llama and closed source Muse Spark – and Google via Gemini are aggressively pushing ahead with their AI roadmaps. …
… As we have previously reported , Microsoft and OpenAI are still working together, but that tight coupling has been unwinding for the past year, and now Microsoft will no longer have exclusive rights to OpenAI GPT models. …
… It is understandable that Google wants to have a second source for its AI compute engines to mitigate risks. Similarly, Anthropic has to mitigate risks by working with AWS on Trainiums, Google on TPUs, Nvidia on its GPUs, and perhaps soon, AMD on its GPUs. …
… We can’t assume that this commitment from OpenAI to buy capacity on the Azure cloud to train its models and serve up tokens stretches all the way put to 2032, when the exclusive licensing of the source code to the GPT class of models created by OpenAI runs out. …