Seth Fiegeman

You certainly ask interesting questions.

Look, we get it.

You're a discerning sort of person.

You're a Bloomberg listener after all.

I think that's right.

It really is telling about this moment for both companies.

OpenAI just is tapping every possible resource it can to meet its cloud computing needs.

And Amazon, which had previously been invested in Anthropic, is also trying to have a piece of OpenAI and possibly other players down the road.

So it contributes to that incestuous web we keep talking about.

Everyone is backing everyone else.

A bit more near-term than some other deals, we've seen OpenAI broker and OpenAI is leaving the door open to expanding with more investment down the road.

I do think it's telling, though, that this is Amazon providing NVIDIA chips, not Trinium, not in-house.

So on the one hand, it's a testament to Amazon's ability to build up cloud computing infrastructure at scale to meet OpenAI's needs, but you have to wonder what that means about the quality of Amazon's own chips and why it's not.

It's possible, because I think the larger industry is also thinking more about investments in inference as opposed to training.

So with training, you want those GPUs the best possible, but with inference, CPUs and some maybe second-tier GPU-type chips could meet the needs.

So maybe that's where we see them play more.

I think it's a little bit of all those.

And I think what we're seeing with OpenAI in particular is that now that the exclusivity arrangement with Microsoft is kind of a done deal, they can tap everyone.

They already have Google as a partner.

They have Amazon.