Whalesbook
AI ki duniya mein ekdum naya khel hone wala hai!
Report ke hisaab se, Microsoft aur Anthropic mein advanced talks chal rahi hain jahan Microsoft apne khud ke banaye hue Maia AI chips, Anthropic ko de sakta hai. Yaad hai na, Microsoft ne recently hi Anthropic mein $5 billion invest kiye the. Ab yeh deal ho gayi toh Anthropic ki computing power ki jo bhookh hai woh bhi meet hogi aur Microsoft ke khud ke chip development ko bhi ekdum solid validation mil jayega.
Kyun kar raha hai Microsoft yeh sab?
Dekho, Microsoft ab Nvidia jaisi companies par apna reliance kam karna chahta hai. Isliye woh apne khud ke AI chips bana rahe hain, jaise ki Maia 200. Ye naye Maia chips supposedly 30% zyada efficient hain. Agar ye deal Anthropic ke saath pakki ho gayi, toh Microsoft ke chips ka pehla bada real-world test hoga aur ek bade customer bhi mil jayenge, jo AI ki badhti maang mein kaam aayega.
Anthropic ki computing power ki problem
Anthropic, jo AI safety mein top hai, unko apne Claude chatbot aur services ke liye bahut zyada computing power chahiye. Unhone recently hi SpaceX ke saath $1.25 billion monthly ka deal kiya hai. Nvidia GPUs toh use kar hi rahe hain, par ab woh Amazon Web Services aur Google ke bhi chips use karne ki planning mein hain. Agar Microsoft se deal hui toh unke hardware options aur diversify ho jayenge.
Competition aur Valuation ka game
AI chip market mein competition bahut zyada hai. Amazon aur Google bhi apne custom chips bana rahe hain. Microsoft ne jo $5 billion invest kiye the aur saath mein $30 billion ka Azure cloud services ka commitment, yeh sab dikhata hai ki dono ke beech kitni gehri dosti hai. Agar yeh chip deal ho gayi toh Microsoft ko ek alag advantage milega aur Nvidia jaisi companies par pressure badhega.