OpenAI touts Amazon alliance in memo, says Microsoft has ’limited our ability’ to reach clients

honestly? this whole Amazon/Microsoft dance is just noise. they're talking about reducing dependence, but it's mostly PR to keep shareholders happy and secure the next round of funding. it doesn't change the fact that we're still trapped in the Microsoft ecosystem, relying on their infrastructure. it's about strategic hedging, not actual decoupling yet.

we're still bottlenecked by the GPUs and the infrastructure, so this talk about limiting reach is just corporate spin. it means they need more compute, which is a massive, expensive game. i don't see a fundamental shift in the AI landscape because the hardware chain is still monopolized.

look, the real bottleneck isn't the cloud provider; it's the raw processing power and the talent. they'll keep playing this game until someone builds a completely proprietary, open-source infrastructure that bypasses the big guys. until then, it's just managed dependency.