OpenAI's $600B Cloud Bet: A New Era for AI Compute
This move reflects broader industry trends, where access to high-performance computing resources has become a critical component of AI development. OpenAI’s recent deals with AWS, Oracle, and Microsoft, totaling $600 billion, demonstrate the company’s commitment to securing its AI compute supply chain. The $38 billion deal with AWS, in particular, provides OpenAI with access to hundreds of thousands of NVIDIA GPUs, including the new GB200s and GB300s, and tens of millions of CPUs. ...