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A comment on Microsoft and OpenAI end their exclusive and revenue-sharing deal.

Re:Microsoft and OpenAI end their exclusive and revenue-shar... by ZeroCool2u on Monday April 27, 2026 @09:47AM (#47921511)
Interesting side effect of this is that Google Cloud may now be the only hype scaler that can resell all 3 of the labs models? Maybe I'm misinterpreting this, but that would be a notable development, and I don't see why Google would allow Gemini to be resold through any of the other cloud providers.

Might really increase the utility of those GCP credits.

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Re:Microsoft and OpenAI end their exclusive and revenue-shar... by aurareturn on Monday April 27, 2026 @09:56AM (#47921637)
Might not be good for Gemini long term if Anthropic and OpenAI can and will sell in every cloud provider they can find but businesses can only use Gemini via Google Cloud.
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Re:Microsoft and OpenAI end their exclusive and revenue-shar... by jfoster on Monday April 27, 2026 @10:11AM (#47921865)
Good for Google Cloud, bad for Gemini = ??? for Google
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Re:Microsoft and OpenAI end their exclusive and revenue-shar... by stavros on Monday April 27, 2026 @10:11AM (#47921876)
How is it good for Gemini that it's not available on two out of three major cloud platforms?
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Re:Microsoft and OpenAI end their exclusive and revenue-shar... by aurareturn on Monday April 27, 2026 @10:14AM (#47921933)
It isn't. That's why I said "might not be good for Gemini".
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Re:Microsoft and OpenAI end their exclusive and revenue-shar... by stavros on Monday April 27, 2026 @10:42AM (#47922287)
Oof, I completely missed that "not", thanks.
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Re:Microsoft and OpenAI end their exclusive and revenue-shar... by Melatonic on Monday April 27, 2026 @12:51PM (#47924076)
Except Gemini might end up being far cheaper per token due to the infrastructure advantage
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Re:Microsoft and OpenAI end their exclusive and revenue-shar... by aurareturn on Monday April 27, 2026 @01:01PM (#47924230)
Do we have proof that it's cheaper in terms of $/token/intelligence?
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Re:Microsoft and OpenAI end their exclusive and revenue-shar... by Melatonic on Monday April 27, 2026 @01:20PM (#47924488)
I think the public pricing usually has it cheaper (relatively). Obviously since AI is constantly evolving it's not going to compare as favourably farther to a major Gemini release

I was mainly referring to the TPU hardware advantage + GCP running and designing their own datacenter stack.

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Re:Microsoft and OpenAI end their exclusive and revenue-shar... by aurareturn on Tuesday April 28, 2026 @01:46AM (#47930795)
Does TpU actually have an advantage over Nvidia GPUs?
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Re:Microsoft and OpenAI end their exclusive and revenue-shar... by retinaros on Monday April 27, 2026 @10:27AM (#47922105)
that will likely mean the end of gemini models...
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Re:Microsoft and OpenAI end their exclusive and revenue-shar... by gowld on Monday April 27, 2026 @12:19PM (#47923587)
"hype scaler" indeed!
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