> The ~$10B OpenAI investment by Microsoft is roughly 6 weeks of Azure revenue.

Revenue isn't what is important. Profit is since profit is the money you have after costs to invest. But since cloud is highly profitable as it is, the point still stands I suppose.

> It would be a fascinating outcome if the predicted oligopoly in fact ends up as several exclusive partnerships.

I thought people were predicting independent silos? Where highly profitable and cash rich companies like apple, microsoft, google, facebook, etc own their entire stack or exist as their own ecosystem. Where the likes of apple does everything in-house - AI, cloud, OS, chips, etc. The whole she-bang.