Openai CEO’s Sam Altman announced a technical milestone on Friday to clarify the development of NVIDIA CORP. NVDA Microsoft Corp.’S’s first complete 8 rack GB200 NVL72 system msft The Azure Platform shows a major advances in corporate strategic partnerships.
What happened: “The first full 8 rack GB200 NVL72 is currently running on Openai Azure. Satyanadella and Jensen (Huang)!”
The GB200 NVL72, known for being provided by the 30x faster real -time major language model inference and the enhancement of the AI training function, indicates the latest evolution of Openai infrastructure expansion. This development is that Microsoft reported a rapid increase of AI’s earnings of 175 % year -on -year and an AI profit run rate annually.
Large language model inference is a process in which LLM uses training to generate human -like response to user input.
SoftBank Group Corp. sftby With a potential $ 300 billion rating, it is a debate to lead an Openai large $ 40 billion funding round.
However, Openai is facing competitive issues. The company has recently argued that China’s AI Startup DeepSeek has been using its own model without approval, which has led to blocking suspected service violations.
See: Report for reduction of employees by 10 % or more by the end of the year after the layoffs in April
Why is it important: This controversy appeared after claiming that DeepSeek had developed an R1 model for only $ 5.6 million using a low -end NVIDIA chip.
Microsoft CEO’s Satya Nadella has acknowledged Deepseek’s “real innovation” during recent revenue, but it has not been delegated whether these development marks the turning point for AI cost reduction. did.
Despite these issues, Openai seems to strengthen his partnership with Microsoft. Earlier this week, Altman hinted in the expansion collaboration and stated in the social media that “the next stage of the MSFT X OAI partnership is much better than anyone.”
This is consistent with the recent statements of Microsoft CFO AMY Hood, and Openai’s Azure commitment represents the “first transche” of future growth.
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