… The team struggled to clean and deduplicate the new data stream. The processes hadn’t been stress-tested at scale. Furthermore, unlike all other leading AI labs including OpenAI and Deepseek, Meta does not utilize YouTube data. …
… Azure’s AI outperformance over peers is entirely driven by its OpenAI partnership. As of Q2 2025 June 2025 , all of OpenAI’s $10B cloud spending is booked by Azure. …
… One of HBM's key challenges is delivering power up the stack with power TSVs. Refresh operations especially draw a lot of power, and the design of the power distribution network is important. …
… SMIC, hampered by export controls, struggled to get production off the ground. …
… Note that OpenAI does complain a lot about Azure’s reliability for giant clusters, but OpenAI has extremely high standards for reliability since they have such giant clusters. …