zlacker

>>tedsan+(OP)
You have to keep in mind Microsoft is planning on spending almost 100B in datacenter capex this year and they're not alone. This is basically OpenAI matching the major cloud provider's spending.

This could also be (at least partly) a reaction to Microsoft threatening to pull OpenAI's cloud credits last year. OpenAI wants to maintain independence and with compute accounting for 25–50% of their expenses (currently) [2], this strategy may actually be prudent.

[1] https://www.cnbc.com/2025/01/03/microsoft-expects-to-spend-8...

[2] https://youtu.be/7EH0VjM3dTk?si=hZe0Og6BjqLxbVav&t=1077

>>serjes+ja
Meanwhile, Azure has failed to keep up with the last 2-3 generations of both Intel and AMD server processors. They’re available only in “preview” or in a very limited number of regions.

I wonder if this is a sign of the global economic downturn pausing cloud migrations or AI sucking the oxygen out of the room.

>>jiggaw+oO
global economic downturn? what?

it’s absolutely the second one, this is a commonality across many orgs i’ve talked to who cannot get their CPU request met bc of GPU spend