The Ledger
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Patel: Apple rents Google's TPU silicon, but GCP AI rentals remain GPUs
“While they do have some customers for their internal silicon externally, such as Apple the vast majority of their external rental business for AI in terms of cloud business is still GPUs.”
Nadella: Shopify, Stripe, and Spotify became Azure users via OpenAI APIs
“Take, you know, Shopify or Stripe or Spotify. These were not customers of Azure. They were all customers of GCP or they were customers of AWS. So suddenly we got access
Do many, many more logos who are all quote unquote digital natives who are using Azure in …”
Nadella: OpenAI Briefly Used GCP Before Returning to Microsoft for Transformers
“The first time yeah, actually, Elon and Sam, they were looking for, obviously, Azure credits, and what have you, and we gave them some credits, and that time, they were more into RL, and Dota II, and what have you, and that was interesting and then we stopped …”
Huang: NVIDIA shares roadmaps years ahead with CSPs building ASICs
“When we work with all the GCPs Azure, we present our roadmap to them years in advance. They don't present their ASIC roadmap to us, and it doesn't ever offend us.”