January 22nd.MicrosoftThe Company made an announcement yesterday, January 21, announcing the restructuring and OpenAI The company's partnership allows OpenAI to use a competitor's computing resources.This adjustment is intended to meet OpenAI's growing demand for computing power and to mitigate friction between the two parties over the availability of computing power.
Previously, OpenAI relied exclusively on Microsoft's Azure cloud infrastructure for its computing power needs. Because OpenAI's model training and user scaling required huge investments in computing power, Microsoft's supply rate had caused some OpenAI shareholders to become upset, which prompted OpenAI to partner with Oracle (with a license from Microsoft) in June.
Citing the announcement, 1AI said that according to the content of the agreement adjusted by the two parties, the main adjustment is the exclusivity of arithmetic, with Microsoft having the right of first refusal (ROFR), which means that OpenAI can acquire arithmetic from other suppliers, while Microsoft retains the right to prioritize its needs.
Microsoft has given OpenAI the go-ahead to autonomously build additional arithmetic power, primarily for model research and training, which will further enhance OpenAI's R&D capabilities.
The basis of the partnership, which runs through 2030, will remain largely unchanged. Microsoft retains exclusive rights to OpenAI technology for use in products such as Copilot, OpenAI's APIs will remain exclusive to Azure, and the two companies will maintain their existing revenue-sharing model (Microsoft reportedly receives 20% of OpenAI revenues).
The restructuring of the agreement coincides with the announcement of a $500 billion joint venture between OpenAI, SoftBank Group and Oracle to build Stargate, a cloud computing data center in the U.S. Microsoft said it would provide technical support for the venture but would not commit capital.
