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 ...
Datacenter Dynamics5h
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 ...
Microsoft reiterates plan to invest $80 billion in AI, but may ‘adjust our infrastructure in some areas'
Microsoft hasn’t backed off its plan for the current fiscal year but acknowledged that it may makes some infrastructure ...
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 ...
Microsoft has cancelled data center leases in the U.S., TD Cowen says
Investing.com-- Microsoft Corporation (NASDAQ: MSFT) has cancelled data center leases with at least two operators in the U.S.
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.
The Stargate Project: Trump Touts $500 Billion Bid For AI Dominance
The president joined leaders from OpenAI, Oracle and SoftBank to launch the ambitious project, but questions remain about its ...
TechCrunch2d
Report: OpenAI plans to shift compute needs from Microsoft to SoftBank
By 2030, OpenAI expects to get three-quarters of its data center capacity from Stargate, a project that ... That represents a major shift away from Microsoft, OpenAI’s biggest shareholder ...
Microsoft stock slips after analysts say it canceled 2 AI data center leases, suggesting possible 'oversupply position'
In response, Microsoft told BI it "may strategically pace or adjust our infrastructure in some areas" and will "continue to ...
Sam Altman’s Stargate is science fiction
It could be one of the biggest private computing infrastructure projects in history — or a disaster.
Wisconsin could be part of $500 billion Stargate AI project. Data center sites explored.
Wisconsin is one of 16 states being considered for part of a $500 billion investment in artificial intelligence infrastructure, OpenAI, one of the project’s backers, said Thursday.