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

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.

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),