Microsoft datacenter racks stuffed with GPU servers Pic courtesy: Microsoft Microsoft And OpenAI Remain Friends, Are Looking To Hook Up With Others Microsoft has been investing in OpenAI for the past seven years, pouring $13.75 billion into the generative AI pioneer over that time as the two compan… …
… If you wanted to get better balance on HBM capacity and bandwidth against the inherent compute in a socket, you might want to actually gear down the number of GPU chiplets, run them at slightly higher clocks, and ramp up the amount and speed of the HBM memory to get more capacity and bandwidth per … …
… If the Musk conglomerate needs a GenAI model, it can just use Anthropic’s Claude and be done with it, trading compute capacity for model access much as Microsoft did for many years with OpenAI. …
… Microsoft no longer has the right of first refusal on OpenAI buying compute capacity, and OpenAI can give API access to GPT models to an US national security customer this was not defined in the statement, but was no doubt outlined clearly in the contract to include DHS, NSA, FBI, and CIA users . …
… Which is one of the reasons why Oracle’s top brass have said again and again that the company does not own the datacenters that are at the heart of some its of biggest deals, importantly the $300 billion agreement that the company has with model builder OpenAI that runs from now out five years. …
… And in the GenAI boom, Meta Platforms has not shied away from renting compute capacity from others. Back in September 2025, Meta Platforms inked a supplier deal with king of the neoclouds, CoreWeave, that saw the former buy $14.2 billion in AI processing capacity through December 2031 . …
Compute Taalas Etches AI Models Onto Transistors To Rocket Boost Inference Adding big blocks of SRAM to collections of AI tensor engines, or better still, a waferscale collection of such engines, turbocharges AI inference, as has been shown time and again by AI upstarts Cerebras Systems, SambaNova … …
… To make those investments in AI infrastructure, the AI model builders have themselves had to raise tremendous amounts of money from investors – sometimes including their AI compute engine suppliers, which is a bit of roundtripping, indeed. …
… For now, Anthropic is renting TPU capacity on Google Cloud, and that is definitely not the cheapest way to get AI compute engines. …
… OpenAI has already been commissioning tens of billions of dollars to get its own hardware, working with Nvidia, AMD, and Cerebras Systems directly as well as a bunch of other clouds and neoclouds while also honoring its substantial commitments to rent compute engine capacity on Azure. …