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AristosTotalis t1_j6ye5hn wrote

yep. $1B in cash but they have to use Azure as their exclusive compute cloud compute provider, which Microsoft probably sells to OAI at ~cost

I think it' safe to assume that 2/3 of that will go towards training & inference, and if you also assume M doesn't make nor lose money selling compute (and in fact they get to strengthen Azure as a cloud infra player), they really only paid ~$300M to invest in OAI at what seems like a great price in hindsight

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Nhabls t1_j6ymqwr wrote

Well OpenAI also, in that scenario, got a massive on demand compute infrastructure at cost, that's a good deal both ways.

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