OpenAI also signed an agreement with AWS. And Anthropic has signed on with Microsoft as well as GCP.
The underlying dynamic is that no single cloud provider has the capacity required to host all the demand, so the frontier AI labs have no choice but to diversify for their infrastructure needs.
The underlying dynamic is that no single cloud provider has the capacity required to host all the demand, so the frontier AI labs have no choice but to diversify for their infrastructure needs.