Recently, it seems that the cooperation between Microsoft and OpenAI is changing, with both seeking more independence. According to a report by the Wall Street Journal, OpenAI has signed a computing resource agreement with Oracle, which may be worth up to $300 billion. This agreement is not directly related to the 4.5 gigawatt Stargate data center capacity development agreement OpenAI announced in July. Oracle has not commented on this deal.
Image source note: The image was generated by AI, and the image licensing service provider is Midjourney
At the same time, as a long-term investor in OpenAI, Microsoft did not give a clear denial or confirmation regarding the news of applying Anthropic technology to Office365. This means that Microsoft may no longer solely rely on OpenAI to support its applications such as Word, Excel, Outlook, and PowerPoint. If this is true, it will further indicate the rapid changes in the current AI field.
During Oracle's quarterly earnings call, the company revealed that it has signed significant cloud computing contracts with several companies, including OpenAI, xAI, Meta, Nvidia, and AMD. Analyst Chirag Dekate said that OpenAI is accelerating its development and urgently needs stronger computing power.
Additionally, OpenAI recently launched the AI data center project Stargate Norway and reached an agreement for cloud computing resources with Google. Dekate pointed out that OpenAI seems to be paving the way for large-scale reasoning execution, especially in consumer products and applications such as ChatGPT.
Regarding the relationship between OpenAI and Microsoft, a Microsoft spokesperson reiterated that OpenAI will still be its partner in cutting-edge models, and the long-term cooperation between the two sides will continue. Although Microsoft has invested over $13 billion in OpenAI over the past seven years, it is also continuously diversifying its investment portfolio, starting to offer models from other suppliers, such as xAI's Grok and Anthropic's Claude.
Analyst David Menninger said that the recent release of Microsoft's MAI-Voice1 and MAI-1-preview models marks a change in the relationship with OpenAI. Microsoft is currently in a "cooperative competition" with OpenAI.
In the market competition, the news of Microsoft acquiring Anthropic AI technology also indicates its rapid development in responsible AI and code generation. Microsoft's goal is to capture the cloud computing market of Anthropic's customers, especially when competing against rivals like Google. Recently, Microsoft also reached an agreement with infrastructure company Nebius, planning to lease computing power from Nebius's GPUs over the next five years, with a transaction value of up to $20 billion.
Key Points:
🌟 OpenAI signed a computing resource agreement with Oracle, which may be worth $300 billion.
🔍 Microsoft may use Anthropic's technology, showing a change in the relationship with OpenAI.
💻 Microsoft continues to explore new partnership relationships to cope with the fierce competition in the AI field.
