The OpenAI–Microsoft relationship has entered a new phase: a non‑binding agreement and a broad infrastructure push known as Stargate together loosen the old model of single‑cloud exclusivity while preserving deep commercial ties — a shift that will accelerate AI deployment, reshape cloud...
ai infrastructure
ai model training
antitrust
azure
cloud competition
cloud computing
computecapacity
data centers
governance
investor capital
microsoft
multi-cloud
nvidia
openai
openai api
openai partnership
regulation
rofr
stargate
supply chain
Goodbye GPU Rations, Hello Infinite Buffet: How OpenAI Escaped the Compute Penalty Box
Generative AI has always been a bit like a Formula 1 car with a lawn‑mower fuel tank—capable of blistering speed, but forever pulling into the pits for more gas (a.k.a. GPUs). For years, Sam Altman’s OpenAI...
ai arms race
ai democratization
ai development
ai funding
ai industry
ai infrastructure
ai research
ai scalability
azure cloud
cloud computing
computecapacity
data centers
generative ai
gpt-4
hardware innovation
multicloud strategy
openai
softbank
stargate
tech investment