OpenAI, Microsoft and NVIDIA
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Microsoft, one of OpenAI's major investors, is benefiting greatly from the AI lab's growth.
OpenAI and Microsoft have a reconfigured relationship. The software giant revealed just how much OpenAI is driving its RPO.
Microsoft disclosed that OpenAI accounts for approximately 45% of the highlighted commitments. However, it didn't indicate how much the ChatGPT maker contributed in the previous quarter (via Business Insider).
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Microsoft beats expectations, cloud tops $50B as OpenAI and Anthropic deals reshape its business
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OpenAI’s discussions with Microsoft, Nvidia, Middle Eastern sovereign wealth funds and others could value it at $750 billion or more.
OpenAI is in talks to raise close to $40bn from Nvidia, Microsoft and Amazon, three of its largest infrastructure providers, as part of its blockbuster $100bn funding round.
Everyone is jumpy about how much capital expenses Microsoft has on the books in 2025 and what it expects to spend on datacenters and their hardware in
If a deal materializes, it would mean Amazon is backing competing startups in the race for AI supremacy.