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xceryxOP•

Google has significant infrastructure advantages using the in-house TPUv4 pods versus Microsoft/OpenAI using Nvidia-based HGX A100s.

This is why Microsoft will probably choose amd for AI chip, not only MI300 and possibly FPGA.

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limb3h•

Google is likely going to have to spend a lot more to defend market share from MS as they're behind right now. I see an arms race coming, which is good for hardware vendors. I just hope that AMD can get a piece of that pie

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[deleted]•

[deleted]

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norcalnatv•

>>This is why Microsoft will probably choose amd for AI chip, not only MI300 and possibly FPGA.<<

https://www.theverge.com/2022/11/17/23464001/nvidia-microsoft-ai-supercomputer-announcement

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candreacchio•

It may not be directly relevant to AMD, but more about the whole search / chatgpt monetization

I was looking at an example of ChatGPT working with bing (i dont have access yet :( ), and it looked like with a query, it could search bing multiple times... so one response could yield 4-5 searches on bing to help it understand the question and answer accurately.

The question is, if a human did 4-5 searches, how much revenue would that bring into microsoft.... and by chatgpt essentially doing it in the background and providing results, will that hit their bottom line? or will they only allow a certain amount of queries without paying for a 'bing pro' account?

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haha-good-one•

Not like bing is a huge money maker , as far as I remember it’s operating at a loss as it is. So I think Microsoft now focusing on increasing market share and not on increasing margins

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candreacchio•

It's not a huge money maker.... Yet

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doodaddy64•

since we're off the point, I 'member when some cancelers tried to get Google on how expensive a search was. The same amount of energy as a cup of coffee. Not sure what came of that. anyway, so chatgpt would cost the energy of a Seattleite's entire day of coffee.

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