In recent months, Microsoft has intensified its commitment to achieving greater independence within the AI sector. The technology leader is the largest supporter of OpenAI, having invested $13 billion. It has significantly incorporated the technology of the ChatGPT creator into its various products and services.
Microsoft’s CEO, Satya Nadella, has suggested that the company is shifting away from Bill Gates’ stringent software factory model by broadening its focus to include intelligence, integration, and AI.
At the start of the year, OpenAI launched its ambitious $500 billion Stargate initiative aimed at enabling the establishment of data centers throughout the United States to support its advanced AI developments. As a result, Microsoft lost its exclusive status as a cloud provider, although it retains the right of first refusal.
Salesforce’s CEO, Marc Benioff, has forecasted that Microsoft may not utilize OpenAI’s technology moving forward. Recently, Mustafa Suleyman, the CEO of Microsoft AI, confirmed that the company is working on its own off-frontier AI models, but acknowledged that they will lag behind OpenAI by 3 to 6 months. Suleyman stated, “Our strategy is to really play a very tight second.”
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Expanding on this idea, Microsoft’s Chief Technology Officer, Kevin Scott, recently disclosed that the company aims to implement its own AI chips in data centers, potentially reducing its dependence on AMD and NVIDIA (as reported by CNBC).
Scott mentioned:
“We’re not religious about what the chips are. And … that has meant the best price-performance solution has been Nvidia for years and years now. We will literally entertain anything to ensure that we’ve got enough capacity to meet this demand.”
Every major technology company is striving to capitalize on the AI trend, leading to a significant demand for chips to support AI development, which explains the upward trend in NVIDIA’s market valuation (reaching up to $4 trillion).
Scott indicated that Microsoft plans to primarily utilize its own chips across its data centers.
