I mean, its not that surprising. It seems most AI labs have seen that the value they will be able to extract from providing the models is going to be a small part of the value created by AI models.
Compared to the value extracted by selling models, a significant portion will go to data center operators, so it makes sense that Google wants some of the openai compute, and openai wants lower costs/more capacity than what they can get with azure.
Google doesn't think it will be damaging its own ai business that much with this.
Compared to the value extracted by selling models, a significant portion will go to data center operators, so it makes sense that Google wants some of the openai compute, and openai wants lower costs/more capacity than what they can get with azure.
Google doesn't think it will be damaging its own ai business that much with this.