Microsoft remains OpenAI’s primary cloud partner.

Google, NVIDIA, OpenAI, MSFT…

GNOM…oh wait no

The strategy that I’ve heard said out loud now by all the major technology companies is “we’re all doing it (AI) together”

In my view this was more or less the political result of the White House summit

So I think we’re seeing what is basically going to be a giant amorphous set of collaborations such that nobody gets taken down, and the whole market doesn’t collapse

If Alphabet, OAI, MSFT, AMZ…etc all agree to be interoperable then they will be acting more or less as a single body in tension.

Whether that’s good or not is a question of your worldview but I think that’s the strategy