Oracle and Microsoft have been discussing a pact to effectively share servers with one another if one company’s cloud runs out of capacity due to demands of artificial intelligence companies such as OpenAI, The Information reported . Servers outfitted with special chips for AI processing have been in high demand, causing long wait times for cloud customers that want them. Separately, Oracle...
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Why Nvidia Aids Cloud Rivals of AWS, Google and Microsoft
Nvidia’s business of selling chips for artificial intelligence is going gangbusters, but the company faces a looming problem. Its biggest customers—cloud providers including Microsoft, Google and Amazon—are making their own AI chips to reduce their reliance on Nvidia. In response, Nvidia is helping two upstart cloud providers whose ambitions don’t include developing...
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