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An extremely large commit with Azure. AFAIK, none of the other non-hyperscaler competitors have access to that much of a compute.


> non-hyperscaler competitors

Well the hyperscale companies are the ones to worry about.


Anthropic has the same with AWS


Pretty sure that Meta and X.ai both do.


Not sure why this has been voted down - X.ai has a 100K H100 cluster in Memphis, and Meta either has (by now) or is in process of acquiring 350K H100s!

Unlike the hyperscalers (i.e. cloud providers), Meta has a use for these themselves for inference to run their business on.




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