Microsoft is planning to integrate AI into all user-end products, including a planned update to Windows 10 to include an AI Copilot. The company is also investing heavily in its partnership with OpenAI, gaining exclusive access to the AI startup’s software and providing the necessary computing infrastructure. The company's need for computing power is expected to increase significantly over time.
Key takeaways:
- Microsoft is partnering with Oracle to support its AI ambitions on Bing Search, offloading some of the AI tasks onto Oracle’s supercluster GPU infrastructure.
- Microsoft is reportedly developing its own AI training chip to reduce reliance on Nvidia’s dwindling stock, and has even considered using nuclear microreactors to fuel its energy-hungry AI tasks.
- Microsoft plans to integrate its AI Copilot into Windows 10, aiming to reach over 1 billion users who haven't switched to Windows 11 yet.
- Microsoft's partnership with OpenAI, in which it has invested billions of dollars, gives it exclusive access to the AI startup’s software and supports OpenAI with the necessary computing infrastructure for building more expansive models.