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piker 4 hours ago

And what about Microsoft?

mrbungie 4 hours ago | parent | next [-]

They don't have the know how (except by proxy via OpenAI) nor custom hardware and somehow they are even worse at integrating AI into their products than Google.

raw_anon_1111 3 hours ago | parent [-]

They don’t need to. Just like Amazon they are seeing record revenues from Azure because of their third party LLM hosting platforms only being gated because no one can get enough chips right now

napolux 4 hours ago | parent | prev [-]

See Apple in my previous comment