zlacker

So Altman now has a backer for his NVIDIA killer, and one who can use it not just for LLMs but Azure too, and one day possibly consumer GPUs? Forget Xbox, subsidised graphics cards as a loss-leader for Game Pass subscriptions would be an interesting play. What will the antitrust people think?

>>thom+(OP)
You're not beating Nvidia if you aim for GPUs.

The more plausible approach is developing more specialized chips, which are only good at Tensor Ops. Heck, that's what Nvidia's top of the line chips are. The A100 and H100 don't support OpenGL or any other Graphics Api.

>>Kepler+c5
I agree that is the most pressing need, and the one Microsoft has already started producing like all the other big players. I’d be very surprised if this topic hasn’t come up in conversations with Altman either now or even before the current blowup. But after that, a consumer play would fit so well! Start off with custom silicon for a couple of generations of Xbox and Surface, get DirectX working nicely with it. Then go after the rest of the market. Good use for Microsoft’s cash pile because it benefits basically all their product lines in one way or another.