OpenAI to Shift Compute Needs from Microsoft to SoftBank

• OpenAI is planning a significant shift in its computing power sources over the next five years.
• By 2030, three-quarters of OpenAI's data center capacity will come from Stargate, a project heavily financed by SoftBank.
• This marks a departure from Microsoft, OpenAI's current primary provider.
• OpenAI will still increase spending on Microsoft data centers in the coming years.
• The startup's operating costs are expected to soar, with a projected $20 billion cash burn in 2027.

Source: Techcrunch