Back
Swami Gadila
Founder of Friday AI • 22d
🚨 Open AI is an Wrapper👀🤯 Hot take, but let’s break it down logically: OpenAI is not a full-stack AI company — it’s a high-level wrapper over Azure and NVIDIA. Here’s why that matters 👇 🔹 1. Infra Backbone = Microsoft Azure Almost 90%+ of OpenAI's training & inference happens on Azure superclusters. Without Microsoft’s cloud muscle, the scale of ChatGPT or GPT-4 would be impossible. ➡️ OpenAI rents brains from Microsoft and calls it a mind of its own. 🔹 2. Compute Core = NVIDIA H100s Those "intelligent" answers? Powered by stacks of NVIDIA H100s and A100s. No silicon = No LLM. ➡️ OpenAI doesn’t own the factory. It rents the engines. 🔹 3. Business Model = API Layer What’s OpenAI really selling? 👉 APIs on top of rented compute. It’s brilliant middleware: take raw GPU power → train/fine-tune models → wrap in APIs → serve to devs, startups, and enterprises. ➡️ Think Stripe for Intelligence. 🧠 The Real Game? > Vertical integration = owning chips (like NVIDIA), infra (like Azure), and intelligence (like OpenAI). But OpenAI owns only the top — the cognitive interface. In short: OpenAI ≠ end-to-end AI It’s the middleware king of Gen AI. Still legendary, still powerful. But let’s call the architecture what it is: A wrapper. A brilliant one. #OpenAI #Azure #Nvidia #LLM #AIInfra #StartupInsights #FridayAI #BuildInPublic #VCLogic
More like this
Recommendations from Medial
Account Deleted
Hey I am on Medial • 1y
The AI chip war is coming, with players like NVIDIA, Samsung Semiconductor, Rebellion, OpenAI, Huawei, and Qualcomm. Who do you think will dominate? Many Investment Banking Institutions are investing Billions of Dollars in AI Chips Companies like Ti
See More
Account Deleted
Hey I am on Medial • 5m
The Stargate Project : The Stargate Project is investing $500 billion over four years to build AI infrastructure for OpenAI in the U.S., starting with $100 billion. This initiative will bolster American AI leadership, create hundreds of thousands o
See More
Download the medial app to read full posts, comements and news.