Two X users call the market reaction overblown, with one arguing the coverage likely concerns an older deal.
The criticism centers on claims about Microsoft renting Oracle’s A100 chips to power Bing. One X user argues the coverage likely refers to a $3 billion deal already reported in June, while another claims Microsoft will not renew the contract and speculates that Oracle wanted a premium.
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4 Sources, first seen ago
Techmeme, citing TechCrunch, says Microsoft had $7.2 billion in outstanding receivables from OpenAI.
Artificial Analysis says the model leads four of 10 editing use cases, including live-action film and UI/UX design.
Techmeme, citing TechCrunch, says Microsoft had $7.2 billion in outstanding receivables from OpenAI.
Artificial Analysis says the model leads four of 10 editing use cases, including live-action film and UI/UX design.
#5
#5
@firstadopterThe market is selling off on a sensationalized Bloomberg headline/article about Microsoft and Oracle, which likely refers to an old $3 BILLION (microscopic) A100 deal FOR THE BING SEARCH ENGINE that Business Insider already reported in June. Clown show. This shouldn't even be a story, but media will conflate it per usual.
@TechmemeSources: Microsoft has been turning off rented computing capacity from Oracle after declining to renew a 2023 deal, because the hardware used older Nvidia chips (@brodyford_ / Bloomberg) (Visit Techmeme dot com for the link and full context!)
@zephyr_z9Microsoft was renting A100s from Oracle for powering Bing and they won't renew that contract Oracle probably wanted a premium on those A100s and MSFT walked away Overreaction tbh@firstadopterThe market is selling off on a sensationalized Bloomberg headline/article about Microsoft and Oracle, which likely refers to an old $3 BILLION (microscopic) A100 deal FOR THE BING SEARCH ENGINE that Business Insider already reported in June. Clown show. This shouldn't even be a story, but media will conflate it per usual.@TechmemeSources: Microsoft has been turning off rented computing capacity from Oracle after declining to renew a 2023 deal, because the hardware used older Nvidia chips (@brodyford_ / Bloomberg) (Visit Techmeme dot com for the link and full context!)@zephyr_z9Microsoft was renting A100s from Oracle for powering Bing and they won't renew that contract Oracle probably wanted a premium on those A100s and MSFT walked away Overreaction tbh@firstadopterThe market is selling off on a sensationalized Bloomberg headline/article about Microsoft and Oracle, which likely refers to an old $3 BILLION (microscopic) A100 deal FOR THE BING SEARCH ENGINE that Business Insider already reported in June. Clown show. This shouldn't even be a story, but media will conflate it per usual.@TechmemeSources: Microsoft has been turning off rented computing capacity from Oracle after declining to renew a 2023 deal, because the hardware used older Nvidia chips (@brodyford_ / Bloomberg) (Visit Techmeme dot com for the link and full context!)@zephyr_z9Microsoft was renting A100s from Oracle for powering Bing and they won't renew that contract Oracle probably wanted a premium on those A100s and MSFT walked away Overreaction tbh@firstadopterThe market is selling off on a sensationalized Bloomberg headline/article about Microsoft and Oracle, which likely refers to an old $3 BILLION (microscopic) A100 deal FOR THE BING SEARCH ENGINE that Business Insider already reported in June. Clown show. This shouldn't even be a story, but media will conflate it per usual.@TechmemeSources: Microsoft has been turning off rented computing capacity from Oracle after declining to renew a 2023 deal, because the hardware used older Nvidia chips (@brodyford_ / Bloomberg) (Visit Techmeme dot com for the link and full context!)@zephyr_z9Microsoft was renting A100s from Oracle for powering Bing and they won't renew that contract Oracle probably wanted a premium on those A100s and MSFT walked away Overreaction tbh
