[simse]

But isn't the entirety of OpenAI compute on Azure?

[latchkey]

https://www.cnbc.com/2023/06/01/microsoft-inks-deal-with-cor...

https://www.reuters.com/markets/deals/microsoft-inks-computi...

[simse]

thanks for sharing, I didn't know

[mike_d]

Azure is now leasing capacity from Oracle.

[latchkey]

That's for databases.

https://news.microsoft.com/2023/09/14/microsoft-and-oracle-e...

[mike_d]

GPUs https://www.techradar.com/pro/microsoft-is-renting-gpu-power...

Specifically for the parts of Bing that are rebranded OpenAI https://www.oracle.com/news/announcement/oracle-cloud-infras...

[latchkey]

Interesting, thanks!