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GPT 6.2 Astra and GPT 6.2 Sol appeared on Google Cloud’s backend, which Nathaniel Whittemore says usually signals an imminent release. The coming model comparison is whether GPT 6.2 can beat Opus 5.5.
Google is building a self-custody crypto product, a move the hosts linked to years of blockchain work inside Google Cloud and possible demand from financial institutions. The product’s global page listed secp256k1 support, and the hosts saw Google’s brand and security capabilities as potential advantages.
Microsoft reported Azure growth of 48% and quarterly company revenue of $92.3 billion, up 19%; OpenAI contributed $10 billion, about one-third of Azure revenue. Google Cloud doubled to $30.7 billion, nearly closing the gap with Azure and exceeding Wall Street expectations.
Large AI customers are shifting from model APIs toward direct GPU rentals and self-built infrastructure. Chamath Palihapitiya said a major bank had cut AWS and Google Cloud spending while building six independent data centers; Ramp data showed direct GPU rentals taking a substantial share of top firms’ AI spend.
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