> is limited by GPU availability. Which is all the more curious, considering OpenAI said this only in January: > Azure will remain the exclusive cloud provider for all OpenAI workloads across our research, API and products [1] So... OpenAI is severely GPU constrained, it is hampering their ability to execute, onboard customers to existing products and launch products. Yet they signed an agreement not to just go rent…
All the cloud providers are building out this type of capacity right now. It's already having a big impact in terms of quarterly spend, which we just saw in the NVDA Q1 results. AWS, Azure, and GCP for sure, but also smaller players like Dell and HPE and even NVidia themselves are trying to get into this market. (Disclaimer: I work at one of these places but don't feel like saying which). I suspect the GPU constraints won't be around too long, at which point we'll find out if OpenAI made a contractual mistake.