the hAre and the tortoIse

I knew ChatGPT was the leading LLM, but I wasn't aware of how far out in front it is of the others. New Relic reports it in the lead, "making up over 86% of all tokens processed." The article notes that "Developers and enterprises are shifting to OpenAI's latest models, such as GPT-4o and GPT-4o mini, even when more affordable alternatives are available." With such a lead, the Aesop fable of the hare and the tortoise immediately comes to mind. Is OpenAI the hare? Will they take a nap halfway though and will one of the remaining vendors end up the hare? Read more at HELPNETSECURITY: 86% of all LLM usage is driven by ChatGPT

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Cloud diversity

It seems that Microsoft's loss is Google's gain. "OpenAI has struck a deal to use Google's cloud computing infrastructure for AI despite the two companies' fierce competition in the space, reports Reuters. The agreement, finalized in May after months of negotiations, marks a shift in OpenAI's strategy to diversify its computing resources beyond Microsoft Azure, which had been its exclusive cloud provider until January." Read more at ars technica: OpenAI signs surprise deal with Google Cloud despite fierce AI rivalry

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Money to burn

As the number one LLM, it's almost not surprising that OpenAI has almost doubling its revenues of $5.5 billion to $10 billion this year. We'll see if they can get to the target of $12.7 billion they shared with investors. They are going to burn through a lot of money continuing to build out their computing infrastructure. Read or listen to more at Silicon: OpenAI Annual Revenues Double To $10bn

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Jeffrey Brandt, Editor

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ILTA Strategic Partner Liaisons - NetDocuments