微軟唔再獨家:OpenAI雲端供應商轉軚,有權揀其他

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微軟不再是OpenAI的獨家雲端服務供應商

微軟曾經是OpenAI訓練和運行其人工智能模型的獨家數據中心基礎設施供應商,但這一情況已經改變。

隨著OpenAI與軟銀、甲骨文等公司達成了名為Stargate的大型新AI基礎設施協議,微軟宣布已與OpenAI簽署了一項新協議,賦予其“優先拒絕權”,即在未來的OpenAI雲端計算能力上,微軟將擁有優先選擇權。這意味著,若微軟能滿足OpenAI的需求,它將承擔托管其AI工作負載的責任;若無法滿足,OpenAI則可以尋求其他競爭對手的雲端服務。

微軟在一篇博客中表示:“OpenAI最近對Azure作出了新的大型承諾,這將繼續支持所有OpenAI產品及模型的訓練。”此外,微軟還批准OpenAI構建額外容量的能力,主要用於研究和模型訓練。

OpenAI曾因計算資源的不足而推遲產品發布,而計算能力的短缺據報導已成為這家AI公司與其主要合作夥伴和投資者微軟之間的緊張源頭。今年六月,在股東壓力下,微軟允許OpenAI與甲骨文簽署額外容量的協議。

在博客中,微軟重申了與OpenAI長期合作關係的“關鍵要素”將持續到2030年,包括對OpenAI知識產權的訪問、收入分享安排,以及對OpenAI API的獨佔權。

當然,這一切都假設OpenAI在這兩家公司約定的定義下,尚未實現人工通用智能(AGI)。根據兩家公司之間的報導協議,當OpenAI開發出能夠產生至少1,000億美元利潤的AI系統時,微軟將失去對該公司的技術訪問權。

據說,OpenAI正在考慮取消該協議,以爭取更多來自微軟的資金。

“OpenAI API是Azure的獨佔產品,運行在Azure上,並且通過Azure OpenAI服務提供。”博客中提到。這項協議意味著客戶將能夠在微軟平台和OpenAI直接獲得領先的模型。

我們已經聯繫了OpenAI和微軟以獲取更多信息,若有回覆將會更新此文章。

評論與反思

這一變化標誌著微軟與OpenAI之間的合作關係正面臨新的挑戰和機遇。隨著OpenAI向其他雲端服務供應商開放,這不僅可能影響微軟的市場地位,也可能改變整個AI生態系統的競爭格局。隨著AI技術的發展,企業在計算資源上的需求越來越高,這也反映了科技公司在資源配置上的靈活性和策略性。

此外,OpenAI考慮取消協議以爭取更多資金的行為,顯示出當前AI領域的資金競爭是多麼激烈。未來,這種合作關係是否會繼續走向深化,還是會因為各自的利益而產生更多摩擦,值得我們持續關注。這也提醒我們,在科技迅速發展的今天,企業間的合作與競爭始終是一個動態變化的過程,尤其是在如此關鍵的AI領域。

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