Desperate Times, Desperate Measures (wheresyoured.et)
In simpler terms, you have a company (Oracle) building something at a scale it’s never built at before, using a partner (Crusoe) which has never done this, for a company (OpenAI) that regularly underestimates the demands it puts on its servers. The project being built is also the largest of its kind, and is being built during the reign of an administration that births and kills a new tariff seemingly every day.
This is an insane negotiation strategy — leaking to the press that you want to short-change your biggest investor both literally and figuratively — and however it resolves will be a big tell as to how stupid the C-suite at Microsoft really is. Microsoft shouldn't budge a fucking inch. OpenAI is a loser of a company run by a career liar that cannot ship product, only further iterations of an increasingly-commoditized series of Large Language Models.
This story is ridiculous. The facts, the figures, the people involved, everything is stupid, and every time you write a story without acknowledging how unstable and untenable it is, you further misinform your readers. Even if I’m wrong — even if they somehow pull off all of this stuff — you still left out a valuable part of the story, refused to critique the powerful, and ultimately decided that marketing material and ephemera were more valuable than honest analysis.
Look, I am nobody special. I am not supernaturally intelligent, nor am I connected to vast swaths of data or suppliers that allow me to write this. I am a guy with a search engine who remembers when people said stuff, and the only thing you lack is my ability to write 5000 or more words in the space of five hours. If you need help, I am here to help you. If you need encouragement, I am here to provide it. If you need critiques, well, scroll up. Either way, I want to see a better tech media, because that’s what the world deserves.