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 ...
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 ...
Microsoft not easing up on capex spending in ‘any material way,’ says BofA
BofA notes that The Information first reported last Friday that OpenAI is planning to shift some spending on GPU compute from Microsoft (MSFT) ...
Datacenter Dynamics1d
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 ...
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 ...
Microsoft CFO tells employees in an internal memo to 'focus' amid AI news like DeepSeek and Stargate
Microsoft CFO Amy Hood had a message for Microsoft employees amid the DeepSeek and Stargate news, internal memo shows.
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.
thedeepdive11h
Microsoft Data Center Pullback Sparks Wall Street Jitters Over AI Spending
Microsoft’s (Nasdaq: MSFT) reported cancellation of data center leases has triggered investor anxiety about the ...
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 Information reported on Friday. By ...
Digital information world3d
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.