Welcome to episode 322 of The Cloud Pod, where the forecast is always cloudy! We have BIG NEWS – Jonathan is back! He’s joined in the studio by Justin and Ryan to bring you all the latest in cloud and AI news, including ongoing drama in the Microsoft/OpenAI drama, saying goodbye to data transfer ...
Welcome to episode 322 of The Cloud Pod, where the forecast is always cloudy! We have BIG NEWS – Jonathan is back! He’s joined in the studio by Justin and Ryan to bring you all the latest in cloud and AI news, including ongoing drama in the Microsoft/OpenAI drama, saying goodbye to data transfer fees (in the EU), M4 Power, and more. Let’s get started!
Titles we almost went with this week
- EU Later, Egress Fees: Google’s Brexit from Data Transfer Charges
- The Keys to the Cosmos: Azure Unlocks Customer Control
- Breaking Up is Hard to Do: Google Splits LLM Inference for Better Performance
- OpenAI and Microsoft: From Exclusive to It’s Complicated
- Google’s New Model Has Trust Issues (And That’s a Good Thing)
- Mac to the Future: AWS Brings M4 Power to the Cloud
- Oracle’s Cloud Nine: Stock Soars on Half-Trillion Dollar Dreams
- ChatGPT: From Chat Bot to Hat Bot (Everyone’s Wearing Different Professional Hats)
- Five Billion Reasons to Love British AI
- NVMe Gonna Give You Up: AWS Delivers the Storage Metrics You’ve Been Missing
- Tea and AI: OpenAI Crosses the Pond
- The Norway Bug Strikes Back: A New YAML Hope
A big thanks to this week’s sponsor:
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AI Is Going Great – Or How ML Makes Money
01:33 Microsoft and OpenAI make a deal: Reading between the lines of their secretive new agreement – GeekWire
- Microsoft and OpenAI have signed a non-binding memorandum of understanding that will restructure their partnership, with OpenAI’s nonprofit entity receiving an equity stake exceeding $100 billion in a new public benefit corporation where Microsoft will play a major role.
- The deal addresses the AGI clause that previously allowed OpenAI to unilaterally dissolve the partnership upon achieving artificial general intelligence, which had been a significant risk for Microsoft’s multi-billion-dollar investment.
- Both companies are diversifying their partnerships – Microsoft is now using Anthropic’s technology for some Office 365 AI features, while OpenAI has signed a $300 billion computing contract with Oracle over five years.
- Microsoft’s exclusivity on OpenAI cloud workloads has been replaced with a right of first refusal, enabling OpenAI to participate in the $500 billion Stargate AI project with Oracle and other partners.
- The restructuring allows OpenAI to raise capital for its mission while ensuring the nonprofit’s resources grow proportionally, with plans to use funds for community impact, including a recently launched $50 million grant program.
ALSO:
OpenAI and Microsoft sign preliminary deal to revise partnership terms –
Chapters
- (00:00:00) - The Cloud Pod
- (00:00:34) - Microsoft and OpenAI Restructuring
- (00:06:55) - OpenAI's ChatGPT 5.0 Update
- (00:12:33) - ChatGPT: How People Are Using the Technology
- (00:16:33) - OpenAI's Stargate UK Announcement
- (00:18:24) - LocalStack for Mac: New Instances Launch
- (00:25:06) - Amazon EC2: More NVME Performance Metrics with EFA
- (00:26:43) - AWS Launches R8GN
- (00:28:20) - AWS CDK Preview: Refactoring with Cloudformation
- (00:29:59) - Amazon CloudTrail: AI Security Analysis with a McP Server
- (00:33:44) - Amazon Web Services: Cloud Commitment Insurance
- (00:35:37) - Google Cloud Launches Multi-Cloud Data Transfer Essentials
- (00:40:13) - Kubernetes 1.34
- (00:44:17) - Google Cloud introduces new recipe for disaggregated AI Inferance
- (00:46:47) - Google's Data Science Agent Now Generates Code for BigQuery,
- (00:49:09) - Google Cloud Launches DNS Armor to Detect Cyberthreats
- (00:52:02) - Google's Agent Payments Protocol (AP2)
- (00:54:32) - Google Cloud: Alloy DB on C4
- (00:56:42) - Google Cloud Trace now supports Open telemetry protocol (OTEL)
- (01:00:19) - Google's New 'Practical Guide to Data Science'
- (01:02:26) - Vault Gemma: The First Large Language Model with Privacy
- (01:06:05) - Customer Managed Keys
- (01:12:39) - Azure Logic Apps: Model Context Protocol Server (MCP)
- (01:14:46) - Microsoft's Kubernetes Storage v2
- (01:16:46) - Microsoft Fabric and AI Foundry: New Features, New Features
- (01:18:50) - Oracle Stock Jumping On Cloud Revenue Forecast
- (01:22:40) - Week in the Cloud: September 7, 2017