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AWS revenue grew 28% year-over-year, Azure grew 40%, and Google Cloud surged 63%, with Google experiencing a historic single-day market cap increase.
The updated Microsoft-OpenAI deal gives Microsoft free access to OpenAI models for five years and removes an AGI clause, while OpenAI can now sell through AWS and Google Cloud.
Dave Jones believes Apple's WWDC AI announcements, which will host models privately in Google Cloud, 'rug-pulled' big LLM providers and could end consumer use of ChatGPT if integrated Siri works well.
OpenAI’s capital strategy involves shifting capex to opex by partnering with multiple cloud providers. They now work with Oracle, CoreWeave, Microsoft Azure, Google Cloud, AWS, and smaller neoscalers.
Theo criticizes Google Cloud's reliability, citing a four-year history of issues and a recent incident where Google's algorithm mistakenly deleted Railway's entire account without human oversight.