Meanwhile, Microsoft is using Oracle’s infrastructure to power Bing’s AI search features. Microsoft uses AKS, Azure’s Kubernetes service, to manage the infrastructure it rents in Oracle’s data centers. The companies have not specified what type of cloud infrastructure Microsoft is using as part of the deal, but it likely involves Oracle’s graphics card instances. Oracle has purchased tens of thousands of top-end H100 and A100 chips from Nvidia for use in its cloud platform.
Key takeaways:
- Google has expanded its partnership with AI startup Anthropic, following a recent agreement to invest up to $2 billion in the company. This comes after Microsoft and Oracle announced their own AI collaboration.
- Anthropic's large language model, Claude, will run on Google Cloud’s TPU v5e chips as part of the expanded partnership. The TPU v5e is a machine learning chip that is 2.3 times faster than its predecessor.
- Anthropic has reportedly agreed to spend more than $3 billion on Google Cloud services over the next four years, including not only TPUs but also other offerings. The company will also use Google Cloud services to protect its cloud environment against cyberattacks.
- Microsoft is using Oracle's OCI cloud platform and its own Azure platform to power Bing. The partnership likely involves the use of Oracle's graphics card instances, given the focus on Bing's AI features.