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dkrichyesterday at 2:11 PM1 replyview on HN

Probably more that they are compute constrained. In his latest post Ben Thompson talks about how Microsoft had to use their own infrastructure and supplant outside users in the process so this is probably to free up compute.


Replies

Rapzidyesterday at 9:08 PM

I think it's this. They sell a crap ton of b2b inference through Azure and I'm sure this competes with resources needed for training.