> Microsoft is giving that for free but I assume they're paying OpenAI for it.
Yeah, but Microsoft already gets 75% of the profits OpenAI makes, it's not the same price for them as the rest of us.
Itβs the exactly the same. If they could make 75 cents selling the compute to someone else for $1 versus not making it providing the Bing chat service, that is 75 cents they lose.
Why do you assume that the same amount of computing power would be used by someone else? There are only so many customers. You can't magically start selling more compute if you stop using it yourself.
At scale, GPU's are capacity constrained right now, so if Microsoft stopped using them, their capacity would be absorbed by others.
And having such a big anchor tenant, its reasonable that you would prioritize them if GPUs are in short supply.