I thought this was sarcastic, but TIL Oracle Cloud[1] is actually a thing. I mean, of course it’s a thing. As a customer of three well known big cloud providers, somehow i never even knew they were in the race.
I’ve never seen anyone use it, but I recall hearing about it only because Oracle sued to try and block AWS from getting a large DoD contact a few years back because they wanted the contract instead.
Given my local council has recently added Person of Interest tracking capability to their camera network (click on a person, and the system shows you their movements through the camera network during the day), this seems more like yesterdays news than "quiet":
> “Citizens will be on their best behaviour, because we’re constantly recording and reporting everything that’s going on,
If Larry is spruiking it, it's because he thinks he can make money from it. I wasn't aware that Oracle had any serious chops in AI, so the quiet part is: "how is Larry planning to make money by watching my every move". Convince them to split the littering fine for every transgression his AI network finds, perhaps? Hell, I'm sure he'd even offer to collect the fines for them, for a small fee.
Well, it looks like SoftBank is on track to (again) lose a few billion dollars. My guess is that SoftBank will bankroll OpenAI's spend on Oracle cloud. The spend will probably be written off - as with all of SoftBank's projects. Winners will be OpenAI and Oracle, loser will be SoftBank.
Trump will probably claim he is making AI great again (or he is the best AI this and that)
Does it mean they didn’t want to invest more in OpenAI as they’re struggling to see a positive return? Or OpenAI tries to become more independent? Either way it looks like their relationship is pretty tense right now
They probably learn sufficient to be able to develop their own models from their work with OpenAI and is now OK with others getting to run the compiled binaries without granting them access to the inner workings of the models.
I wouldn't be so sure. Sam Altman has managed to post _a lot_ of interesting tweets about Donald Trump over the years, starting as far back as 2016, and they're all now getting reposted, sure to get Trump's attention. That's before we even mention Sam's beef with Musk (or rather the other way around). Just look at the contortions he's now putting himself through: https://x.com/sama/status/1882234406662000833. OpenAI could end up getting sidelined, if Stargate even happens at all - there's currently no money for it, according to Musk.
I doubt Microsoft is dictating terms here. I think the scene is many organizations competing for the opportunity to supply OpenAI’s compute. And OpenAI making choices based on business, technical, and political considerations.
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