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OpenAI ‘shifts’ alliance to SoftBank from Microsoft

OpenAI to move AI compute from Microsoft to SoftBank by 2030

OpenAI is reportedly planning to shift its compute needs away from Microsoft and instead rely on capacity provided by its Stargate partner SoftBank.

TechCrunch on MSN · 2d

Report: OpenAI plans to shift compute needs from Microsoft to SoftBank

OpenAI is forecasting a major shift in the next five years around who it gets most of its computing power from, The Information reported on Friday. By

Datacenter Dynamics · 6h

OpenAI looking to shift compute needs from Microsoft to SoftBank by 2030 – report

According to a report from The Information, OpenAI recently told investors that it expects SoftBank-backed Stargate to provide three-quarters of the compute power needed to run and develop its AI models by 2030.

Seeking Alpha on MSN · 3d

OpenAI forecasts highlight increased reliance on SoftBank, not Microsoft: report

Financial forecasts from generative artificial intelligence startup OpenAI to investors have highlighted an increased reliance on Japanese tech conglomerate SoftBank (OTCPK:SFTBY), at the expense of Microsoft (NASDAQ:MSFT),

Microsoft axes data center leases

AOL · 57m

Microsoft reportedly cancels some data center leases amid $80 billion AI push

The development comes as investors are closely watching whether Big Tech hyperscalers will continue to spend heavily on AI infrastructure.

New York Post on MSN · 3h

Microsoft axes data center leases as DeepSeek casts doubt on massive AI spend: report

The data center backtrack is the latest sign of shakiness from a major tech company after China’s DeepSeek spooked the industry.

Gizmodo · 36m

Analysts Notice Microsoft Quietly Cancelling Data Center Leases

TD Cowen noticed Microsoft doing something strange on Friday. The Open AI partner and tech giant appeared to be cancelling data center leases. According to the market analysts, this is part of a wider pattern. TD Cowen said Microsoft had an “oversupply” problem. It’s another datapoint that points to Big Tech’s nervousness around its big bet on AI.

6hon MSN

SoftBank could steal Microsoft's title as the exclusive cloud provider and largest investor to OpenAI as $500B "Stargate" projects a $20B loss by 2027

A report suggests a rift between Microsoft and OpenAI, further indicating that the latter may be drifting away from Microsoft ...

Microsoft prepares for OpenAI’s GPT-5 model

GPT-4.5 could arrive as soon as next week, as Microsoft gets ready to host OpenAI’s latest models.

Microsoft (MSFT) Preps to Host OpenAI’s GPT-4.5 and GPT-5 Models

Tech giant Microsoft (MSFT) is prepping to host OpenAI’s GPT-4.5 and GPT-5 AI (artificial intelligence) models on its Azure ...

2don MSN

Microsoft prepares for major GPT-5 updates from OpenAI

OpenAI has indicated that its next LLM updates are coming soon and partners, including Microsoft are preparing to maintain ...

Shocking: OpenAI Researchers Find That Even The Best AI Is “Unable To Solve The Majority”

Despite rapid advancements in artificial intelligence, OpenAI researchers find that even the best AI is “unable to solve the majority” of complex coding tasks. CEO Sam Altman, however, remains ...

11h

Microsoft CEO Satya Nadella Has A Message For OpenAI Boss Sam Altman Becoming Father: ‘Parenthood Is Life's...’

Congratulations poured in on social media. Microsoft’s CEO, Satya Nadella, stated in his tweet that “ parenthood is one of ...

Futurism on MSN2d

Microsoft CEO Admits That AI Is Generating Basically No Value

Microsoft CEO Satya Nadella, whose company has invested billions of dollars in ChatGPT maker OpenAI, has had it with the AI ...

Digital information world2d

OpenAI Predicts Major Shift In Next Five Years With 75% Data Center Capacity Coming from Stargate

SoftBank-backed Stargate project marks OpenAI’s transition from Microsoft, yet rising costs push data center spending higher.

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OpenAI ‘shifts’ alliance to SoftBank from Microsoft

Microsoft axes data center leases

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