$Microsoft(MSFT)$ the financial incentive to stop this dependance now that these very large models are moving from research into production is high and growing. They are literally already taking billions of operating profit from MSFT, and I don’t see MSFT just standing for someone stealing their leverage. They are working on their own AI accelerator with the goal of putting all OpenAI onto it. Will it work? Who knows. Doesn’t mean Nvidia will be disrupted, but the financial incentives are already very strong and growing every quarter.
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