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by tuwtuwtuwtuw
939 days ago
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Microsoft giving these credits to OpenAI doesn't mean some other customer won't buy the Azure credits they planned on buying. So I don't see how what you write makes sense. At least assuming Microsoft hasn't run out of capacity in their data centers. I know Azure sometimes have capacity issues but those issues are intermittent and not say 5 year long (or whatever the windoe is when it comes to consuming these credit) |
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Yes it does, because we're taking about GPU availability that is absolutely highly constrained across the economy.
If we were talking about CPU credits instead, then you're right that Microsoft would be paying/losing merely cost.