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Bingo. Compute is fungible.

It would be ironic if everyone killed OpenAI by denying them compute though.

Still, OpenAI is a peacock feather in Microsoft’s cap. They’re either bluffing, foolish, or prescient to let it go.

Not at this magnitude. If you read the latest Semianalysis article, Microsoft’s current infra project is the largest infra project currently being undertaken by humankind (not sure if that’s overstatement, but regardless, $50B largely and competently directed towards (Open)AI-supporting hardware isn’t something easily replicable)

Apple is sitting on $162B in cash right now and would definitely benefit from OpenAI's IP.

Apple doesn’t have anything close to the experience of running things “at scale” as Microsoft, Google or Amazon. Completely different levels. Apple would have challenges maintaining the update infrastructure for any of these other orgs. They simply do not exist on the same scale of compute power and management. I say this as an Apple apologist whose entire household consolidates on Apple devices and services. iCloud is simply nothing compared to the scale and capabilities of OneDrive and related services. I don’t think cash alone is enough. Proven ability to execute at scale matters.

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