"Demand was far exceeding the supply of GPU capacity that the whole ecosystem could produce," Scott told the Verge's Nilay Patel.
Microsoft, like Google and other tech companies, has been quickly adding generative AI to its own products and selling the technology's capabilities to clients.
Training and deploying the underlying AI models has mainly relied on Nvidia's GPUs, creating scarcity of supply.
Nvidia expects to increase supply each quarter through next year, finance chief Colette Kress told analysts on last month's earnings call.
Traffic to ChatGPT has declined month over month for three consecutive months, Similarweb said in a blog post.
Persons:
Nilay Patel, Kevin Scott, Scott, OpenAi, we've, Patel, that's, Colette Kress, Similarweb, I'm, Doug Clinton
Organizations:
The Ritz, Carlton Laguna, Microsoft, Nvidia, Training, Qualcomm, PCs
Locations:
Dana Point , California, OpenAI