Matt Day

Yeah, absolutely.

I mean, it seems like Amazon's going to have to pay a lot to get a seat at the table.

They've already got some open AI business, but I think it's clear they'd like some more.

Definitely their commitments so far trail what their rivals like Oracle and Microsoft are getting from open AI.

Maybe this is a way to get them more business.

Yeah, so if you roll the clock way back to when OpenAI launches hand-in-hand with partner Microsoft, you know, models were kind of exclusive things, at least the cutting-edge ones, some of them.

For a long time, Anthropix, you know, first and best place was on Amazon servers.

I think a lot of folks expect that to fall down, and it has broken down over time.

Models can be run from other companies in some cases.

You know, this exclusivity that we saw early in the AI age, you know, a lot of folks think that's just going to fall by the wayside as, you know, more people want more ways to access these models, and some of the business arrangements change.

You know, I'm not sure.

We're told that this opening of fundraising is a nice to have, not an immediate need to have.

So it could be some time yet before this stuff all gets signed and sealed.

Well, for Microsoft, it's really important.

They got a bit later jump than their biggest rivals, Amazon and Google, in building their own silicon.

They see this as an important way to reduce costs, to find another source of availability.

So this is going to be a really big test for their chips unit and for their cloud business.

So NVIDIA is the workhorse that powers the vast, vast majority of the AI workloads in Microsoft's data centers.

If you're using OpenAI as a ChatGPT consumer, chances are you're pinging an NVIDIA chip running in some Microsoft data center somewhere.

Now, like everybody in the industry, Microsoft would love to have some other options, hence this effort with Maya to try to build a better mousetrap, one more suited for their data centers and one that ideally could reduce some of their costs in the long term.