Gotta love the disclaimer at the bottom:<p><pre><code> Microsoft remains OpenAI’s primary cloud partner.</code></pre>
Things that you only say because you are contractually forced to say them.
OpenAI buys from Azure because of the Microsoft investment deal.<p>OpenAI sells and reaches enterprise customers via GCP.<p>Enterprises want zero data retention guarantees and they're already on AWS or GCP, so this is how OpenAI reaches those customers and makes more money.
"OpenAI models will soon be available in the Gemini Agent"<p>They definitely need to have a better name if they're going to use 3p models
Does this mean OpenAI is going to use TPU now?
Preparing for Oracle bankruptcy.
How are they trusting Google not to destill them
This is speculation, but funnily enough Gemini models show the least evidence of being distilled from OAI or Anthropic compared to everything else in the market.
Nvidia GPUs let you load encrypted weights onto them and to decrypt on chip so Google would need to have some sort of Nvidia management firmware attack to read from HBM while the GPU is live
Isn't distillation more of a black box type affair?
Doesn’t really matter what happens at the GPU level when Google can see all API traffic.
Except google cloud doesn't use Nvidia GPUs but TPUs.
First answer this: How are they trusting OpenRouter not to distill them?
Probably a very strict contract, and letting OpenAI read all the session logs like they do for their own customers.
GCP already hosts Anthropic models so probably trusts and lawyers.
America is a high-trust society.
Google Cloud couldn't give a shit about Google Deepmind, and backdooring Clouds customers only stands to hurt Cloud.
Contracts and lawyers are more powerful than any technical tool.
Is this the begging of the end of Gemini?
GCP has been hosting Anthropic models for a while.
Why would it? The point of Gemini is provide user facing services cheaper than if they were paying OpenAI, make some money on the side with API credits and position themselves as a leader when investors want to see AI everywhere.<p>Google Cloud is competing with AWS. Amazon has Bedrock so Google needs to keep up with them by serving both Claude and GPT, along with Gemini and open models.
No? Why would you think that’s the case? Gemini fills its own niche
We need a new acronym<p>Google, NVIDIA, OpenAI, MSFT…<p>GNOM…oh wait no<p>The strategy that I’ve heard said out loud now by all the major technology companies is “we’re all doing it (AI) together”<p>In my view this was more or less the political result of the White House summit<p>So I think we’re seeing what is basically going to be a giant amorphous set of collaborations such that nobody gets taken down, and the whole market doesn’t collapse<p>If Alphabet, OAI, MSFT, AMZ…etc all agree to be interoperable then they will be acting more or less as a single body in tension.<p>Whether that’s good or not is a question of your worldview but I think that’s the strategy
Giant companies working together isn’t an AI-age phenomenon. Go back 10, 20, 30 years and you’ll see that despite the public perception of competitiveness all the largest tech companies (Apple, Microsoft, Google, Samsung, Amazon) buy/sell to each other, sign partnerships and have tight economic interdependencies.
Add Anthropic and you get MANGO. MSFT, Anthropic, NVIDIA, Google, OpenAI.
Add in Meta (Muse app is a winner)<p>MOM-NG
GNOMM
NGMOM
MGNOM
MGMNO
MGMON
ONMGM
NOMGM
NOMMG
This is like that SNL skit with Tim Meadows where Will Ferrell has the F on his shirt on the kids TV show and keeps getting in the inappropriate order
I don't understand all the wild speculation and question here - openai is selling a shit ton of inference through third parties. these third parties want to provide inference to their customers who use gcp (and don't want to also inference through bedrock or azure ai foundary.<p>these are all zdr engagements and thus "enterprise" contracts.<p>basically it boils down to - anthropic already provides inference direct through GCP, Azure, and AWS - so to compete openai is doing the same.