Microsoft is bearing AI costs in two ways, analysts said: to power its own products such as its forthcoming $30-a-monthAI assistant, and to serve companies wanting to use its Azure cloud computing services to create AI products.
"They're buying a bunch of H100s," said Ben Bajarin, chief executive and principal analyst of Creative Strategies, referring to Nvidia's flagship chips for AI., if not this quarter then the next quarter, because both of them are the clouds that the vast majority of the market is using for training right now.", though not for long.
One advantage Google has, analysts said, is that it has its own custom chip for handling AI work called the Tensor Processor Unit , which helps lower costs.
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