The immediate catalyst, it seems, is an intensifying focus on capex, or capital expenditures. Microsoft revealed that its spending surged 66% to $37.5 billion in the latest quarter, even as growth in its Azure cloud business cooled slightly. Even more concerning to analysts, however, was a new disclosure that approximately 45% of the company’s $625 billion in remaining performance obligations (RPO)—a key measure of future cloud contracts—is tied directly to OpenAI, the company revealed after reporting earnings Wednesday afternoon. (Microsoft is both a major investor in and a provider of cloud-computing services to OpenAI.)
“we will see RPGs with NPCs you can actually chat with, which remain in-character, and respond to what you do”
True, I think that’s an actual advancement that will genuinely improve the experience. If we’re ever going to get something like a holodeck it will take a clever combination of current and theoretical techniques, and generative ai will likely be a very big part of that.