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Microsoft and OpenAI's close partnership shows signs of fraying

(www.nytimes.com)

321 points jhunter1016 | 6 comments | 18 Oct 24 11:11 UTC | HN request time: 0.543s | source | bottom

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WithinReason ◴[18 Oct 24 12:04 UTC] No.41878604[source]▶

>>41878281 (OP) #

Does OpenAI have any fundamental advantage beyond brand recognition?

replies(15): >>41878633 #>>41878979 #>>41880635 #>>41880834 #>>41881554 #>>41881647 #>>41881720 #>>41881764 #>>41881926 #>>41882221 #>>41882479 #>>41882695 #>>41883076 #>>41883128 #>>41883207 #

1. srockets ◴[18 Oct 24 16:18 UTC] No.41880834[source]▶

An extremely large commit with Azure. AFAIK, none of the other non-hyperscaler competitors have access to that much of a compute.

replies(4): >>41881905 #>>41882279 #>>41882313 #>>41882428 #

2. ponty_rick ◴[18 Oct 24 18:03 UTC] No.41881905[source]▶

>>41880834 (TP) #

Anthropic has the same with AWS

3. ◴[18 Oct 24 18:43 UTC] No.41882279[source]▶

>>41880834 (TP) #

4. dartos ◴[18 Oct 24 18:47 UTC] No.41882313[source]▶

>>41880834 (TP) #

> non-hyperscaler competitors

Well the hyperscale companies are the ones to worry about.

5. HarHarVeryFunny ◴[18 Oct 24 19:02 UTC] No.41882428[source]▶

>>41880834 (TP) #

Pretty sure that Meta and X.ai both do.

replies(1): >>41888097 #

6. HarHarVeryFunny ◴[19 Oct 24 14:52 UTC] No.41888097[source]▶

Not sure why this has been voted down - X.ai has a 100K H100 cluster in Memphis, and Meta either has (by now) or is in process of acquiring 350K H100s!

Unlike the hyperscalers (i.e. cloud providers), Meta has a use for these themselves for inference to run their business on.