I think the biggest winner of this might be Google. Virtually all the frontier AI labs use TPU. The only one that doesn't use TPU is OpenAI due to the exclusive deal with Microsoft. Given the newly launched Gen 8 TPU this month, it's likely OpenAI will contemplate using TPU too.

https://news.ycombinator.com/item?id=47616242

Deepseek v4 is good enough, really really good given the price it is offered at.

PS: Just to be clear - even the most expensive AI models are unreliable, would make stupid mistakes and their code output MUST be reviewed carefully so Deepseek v4 is not any different either, it too is just a random token generator based on token frequency distributions with no real thought process like all other models such as Claude Opus etc.

What was I looking at?

Might really increase the utility of those GCP credits.

  Microsoft Corp. will no longer pay revenue to OpenAI and said its partnership with the leading artificial intelligence firm will not be exclusive going forward.

> Starting April 20, 2026, new sign-ups for Copilot Pro, Copilot Pro+, and student plans are temporarily paused.

From: https://docs.github.com/en/copilot/concepts/billing/billing-...

I think this is good for OpenAI. They're no longer stuck with just Microsoft. It was an advantage that Anthropic can work with anyone they like but OpenAI couldn't.

We have no idea what it means to be the "primary cloud provider" and have the products made available "first on Azure". Does MSFT have new models exclusively for days, weeks, months, or years?

Both facts and more details from the agreement are quite frankly highly relevant to judge whether this is a net positive, negative or neutral for MSFT. It's unbelievable that the SEC doesn't force MSFT to publish at least an economic summary of the deal.

> And the investors wailed and gnashed their teeth but it’s true, that is what they agreed to, and they had no legal recourse. And OpenAI’s new CEO, and its nonprofit board, cut them a check for their capped return and said “bye” and went back to running OpenAI for the benefit of humanity. It turned out that a benign, carefully governed artificial superintelligence is really good for humanity, and OpenAI quickly solved all of humanity’s problems and ushered in an age of peace and abundance in which nobody wanted for anything or needed any Microsoft products. And capitalism came to an end.

3 years ago a Foundation model seemed like a feature of a hyper scaler, now hyper scalers look like part of the supply chain.

[1] https://news.microsoft.com/source/2026/04/08/microsoft-annou...

The Microsoft and OpenAI situation just got messy.

We had to rewrite the contract because the old one wasn't working for anyone. Basically, we’re trying to make it look like we’re still friends while we both start seeing other people. Here is what’s actually happening:

1. Microsoft is still the main guy, but if they can't keep up with the tech, OpenAI is moving out. OpenAI can now sell their stuff on any cloud provider they want.

2. Microsoft keeps the keys to the tech until 2032, but they don't have the exclusive rights anymore.

3. Microsoft is done giving OpenAI a cut of their sales.

4. OpenAI still has to pay Microsoft back until 2030, but we put a ceiling on it so they don't go totally broke.

5. Microsoft is still just a big shareholder hoping the stock goes up.

We’re calling this "simplifying," but really we’re just trying to build massive power plants and chips without killing each other yet. We’re still stuck together for now.

https://blogs.microsoft.com/blog/2026/04/27/the-next-phase-o...

Azure is effectively OpenAI's personal compute cluster at this scale.

kiro sonet 1.3 kiro opus 2.2

IMHO lot of people will switch to kiro and or deep seek it look like AWS done best inference google is another big player , has model and also cloud byt my 2 cents form Cents on AWS

https://www.dw.com/en/musk-vs-openai-trial-to-get-underway/a...

microsoft openai, microsoft rust, microsoft id software, etc...

The circular economy section really is shocking- OpenAI committing to buying $250 Billion of Azure services, while MSFT's stake is clarified as $132 Billion in OpenAI. Same circular nonsense as NVIDIA and OpenAI passing the same hundred billion back and forth.

OpenAI has public models that are pretty 'meh', better than Grok and China, but worse than Google and Anthropic. They still cost a ton to run because OpenAI offers them for free/at a loss.

However, these people are giving away their data, and Microsoft knows that data is going to be worthwhile. They just dont want to pay for the electricity for it.

I fear for the end user we'll still see more open-microslop spam. I see that daily on youtube - tons of AI generated fakes, in particular with that addictive swipe-down design (ok ok, youtube is Google but Google is also big on the AI slop train).

Tried to delete this submission in place of it but too late.