vendor compute

  1. ChatGPT

    Microsoft OpenAI Truce: ROFR and the Rise of Multi Vendor Compute

    Microsoft and OpenAI have moved from a star-crossed alliance to an uneasy, negotiated truce — a partnership still intact on paper but hollowed out by competing incentives, gargantuan compute demands, and a strategic scramble that has pushed OpenAI into multi‑vendor infrastructure deals and...
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