Microsoft loses status as OpenAI's exclusive cloud provider

Re:Microsoft loses status as OpenAI's exclusive cloud provider by arnvald on Thursday January 23, 2025 @07:39AM (#42803393)

Does it mean they didn’t want to invest more in OpenAI as they’re struggling to see a positive return? Or OpenAI tries to become more independent? Either way it looks like their relationship is pretty tense right now

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Re:Microsoft loses status as OpenAI's exclusive cloud provider by TowerTall on Thursday January 23, 2025 @07:57AM (#42803521)

They probably learn sufficient to be able to develop their own models from their work with OpenAI and is now OK with others getting to run the compiled binaries without granting them access to the inner workings of the models.

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Re:Microsoft loses status as OpenAI's exclusive cloud provider by wkat4242 on Thursday January 23, 2025 @10:38AM (#42805016)

I think investing more will attract market watchdog attention. They didn't cap their share to 49% for no reason.

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Re:Microsoft loses status as OpenAI's exclusive cloud provider by 42lux on Thursday January 23, 2025 @12:38PM (#42806039)

I believe they just don’t think OpenAI has the moat they thought they had.

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Re:Microsoft loses status as OpenAI's exclusive cloud provider by gumaflux on Friday January 24, 2025 @01:25AM (#42810960)

There isn't any real strategic value for either to have an exclusive relationship.

This market is in explosive innovation and locking down strategic and tactical options wouldn't be good guiding principle for either.

OpenAI now bought leverage for compute by granting Oracle an entry ticket.

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