They've been sleeping with Oracle too recently, so I don't think they're breaking up, just dipping a toe in the poly pool

It's more resembling a Habsburg family tree at this point

https://bsky.app/profile/anthonycr.bsky.social/post/3lz7qtjy...

(pencil in another loop between Nvidia and OpenAI now)

In true Bay Area fashion?

I would say Microsoft cheated on OpenAI first ;)

https://www.reuters.com/business/microsoft-use-some-ai-anthr...

It was more like Microsoft refused to build the capacity OpenAI was asking for, so they gave them blessing to buy additional compute from others.

It does seem like Satya believes models will get commoditized, so no need to hitch themselves with OpenAI that strongly.

Are Anthropic and Google breaking up with Nvidia?