71 points armcat 4 hours ago 19 comments

nsagent 58 minutes ago | parent

Gotta love the disclaimer at the bottom:

  Microsoft remains OpenAI’s primary cloud partner.

hobofan 8 minutes ago | parent

Things that you only say because you are contractually forced to say them.

merelydev 6 minutes ago | parent

Or don't want to crash stock price.

AndrewKemendo 33 minutes ago | parent

We need a new acronym

Google, NVIDIA, OpenAI, MSFT…

GNOM…oh wait no

The strategy that I’ve heard said out loud now by all the major technology companies is “we’re all doing it (AI) together”

In my view this was more or less the political result of the White House summit

So I think we’re seeing what is basically going to be a giant amorphous set of collaborations such that nobody gets taken down, and the whole market doesn’t collapse

If Alphabet, OAI, MSFT, AMZ…etc all agree to be interoperable then they will be acting more or less as a single body in tension.

Whether that’s good or not is a question of your worldview but I think that’s the strategy

selimthegrim 5 minutes ago | parent

This is like that SNL skit with Tim Meadows where Will Ferrell has the F on his shirt on the kids TV show and keeps getting in the inappropriate order

bananzamba 29 minutes ago | parent

How are they trusting Google not to destill them

lrvick 26 minutes ago | parent

Probably a very strict contract, and letting OpenAI read all the session logs like they do for their own customers.

aviinuo 24 minutes ago | parent

Nvidia GPUs let you load encrypted weights onto them and to decrypt on chip so Google would need to have some sort of Nvidia management firmware attack to read from HBM while the GPU is live

binlog 5 minutes ago | parent

Doesn’t really matter what happens at the GPU level when Google can see all the API traffic.

worldsavior 5 minutes ago | parent

Except google cloud doesn't use Nvidia GPUs but TPUs.

WarmWash 20 minutes ago | parent

Google Cloud couldn't give a shit about Google Deepmind, and backdooring Clouds customers only stands to hurt Cloud.

dumberquestions 8 minutes ago | parent

This is speculation, but funnily enough Gemini models show the least evidence of being distilled from OAI or Anthropic compared to everything else in the market.

binlog 8 minutes ago | parent

Contracts and lawyers are more powerful than any technical tool you can build.

iamdelirium 5 minutes ago | parent

GCP already hosts Anthropic models so probably trusts and lawyers.

123haw 8 minutes ago | parent

Preparing for Oracle bankruptcy.

cubefox 5 minutes ago | parent

Is this the begging of the end of Gemini?

dgellow 4 minutes ago | parent

No? Why would you think that’s the case? Gemini fills its own niche

iamdelirium 3 minutes ago | parent

GCP has been hosting Anthropic models for a while.

open592 2 minutes ago | parent

I don't understand all the wild speculation and question here - openai is selling a shit ton of inference through third parties. these third parties want to provide inference to their customers who use gcp (and don't want to also inference through bedrock or azure ai foundary.

these are all zdr engagements and thus "enterprise" contracts.