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Comment by andy_xor_andrew | Hacker News Reader

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andy_xor_andrew·

Damn, Microsoft is playing all sides of this, huh.

Within a ten minute window:

- Satya announced GPT-4 runs (at least partly) on a new AMD offering

- Satya announced an in-house chip for ML acceleration

- Satya brings NVidia CEO Jensen Huang on stage

they've got every horse in the race, huh

(disclaimer, I work for MS but all the stuff talked about here far is waaaay above my paygrade haha, and all brand new info to me)

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And this is why even if Windows is gone tomorrow, it will be a phyrric victory for the usual anti-Microsoft crowd, Microsoft will continue to matter in domains nowadays much more relevant to society.

Microsoft really likes being valued as a growth stock...

Obviously they're going to play every angle.

Every reasonable company in that situation needs to play all sides of this. Even the comically bad management at Google understands this: Google has their own LLMs, their own hardware for ML, and they also buy a ton of nvidia chips for cloud customers. It's a no brainer.

And that’s why we call them “tech giants”!

> - Satya brings NVidia CEO Jensen Huang on stage

This should be ringing alarm bells at FTC and DoJ.

You know what's even better than trust busting and breaking up cartels? Preventing the formation of cartels and trusts in the first place.

Raising alarm bells because Microsoft is actually dealing with multiple companies?

Would it be better for competition if Microsoft only used one supplier?

I would certainly want to spread my risk around to several other large companies.

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