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A bit surprised to see Jensen's stage appearance since clearly Microsoft's success with its own AI chips means less business for Nvidia's chips. Because different than the ARM chip also announced in the same Ignite event, Microsoft doesn't exactly "need" nor can fully utilize an AI chip. Google trains its foundational models (e.g. Gemini) on its own TPU hardware but Microsoft's is heavily reliant on OpenAI for its ge…
Microsoft absolutely runs their own models on their own hardware, at scale, and they have done so for years just like every other hyperscaler -- Project Brainwave was first publicly talked about as far back as 2018. The generative LLM craze is a recent phenomenon in comparison. They are absolutely going to go all in on putting AI functionality in Bing, in Excel, in Windows, etc etc. To do that, you need hardware. Non…
In some ways, Microsoft was 10 years ahead, but they are terrible as an organization at proliferating research projects to production across multiple orgs.