Satya Nadella, chief executive officer of Microsoft Corp., during the company's Ignite Spotlight event in Seoul, South Korea, on Tuesday, Nov. 15, 2022.
Microsoft is emphasizing to investors that graphics processing units are a critical raw material for its fast-growing cloud business.
OpenAI relies on Microsoft's Azure cloud to perform the computations for ChatGPT and various AI models, as part of a complex partnership.
Those efforts and the interest in ChatGPT have led Microsoft to seek more GPUs than it had expected.
Microsoft has begun looking outside its own data centers to secure enough capacity, signing an agreement with Nvidia-backed CoreWeave, which rents out GPUs to third-party developers as a cloud service.
Persons:
Satya Nadella, chatbot, Jensen Huang, ChatGPT, Amy Hood, Rowe's Dom Rizzo
Organizations:
Microsoft Corp, Microsoft, Nvidia, AMD
Locations:
Seoul, South Korea