Microsoft AI strategy is in shambles

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FT article: https://archive.is/siA0a

Microsoft acquires twice as many Nvidia AI chips as tech rivals. OpenAI’s biggest backer buys nearly half a million GPUs this year in global race to build artificial intelligence systems.

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From the article it seems like msft is only at the beggining of the long journey to build AI chips. google has one, amazon is soon deploying millions of their chips.

They are giving a lot of money to nvidia for chips that will be deprecated in a few years.

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They are late in the game and spending a lot of their profits on catching up. But this will take years.

 

 

h/t PunchTornado