According to reports, OpenAI is undergoing significant changes in its strategic partnerships and investment布局. A report published by The Information indicates a major shift in OpenAI's cloud strategy and its long-term reliance on infrastructure providers.

Currently, Microsoft is the largest cloud service provider and investor for OpenAI, offering substantial AI computing power through Azure. However, SoftBank, which has made headlines with its aggressive AI investments, may be heavily funding Stargate to establish a competitive AI cloud infrastructure.

Interestingly, OpenAI is also a key component of the recently announced Stargate project in the United States. Under this project, these companies plan to invest approximately $500 billion over the next four years to strengthen AI infrastructure in America.

Now, the manufacturer of ChatGPT is reportedly considering Stargate as a better option for funding computational capabilities. If successful, Stargate could compete with Microsoft Azure, Amazon AWS, and Google Cloud in the AI computing sector. It might reshape market dynamics and potentially offer AI-specific cloud services at a lower cost.

However, OpenAI's increased spending on Microsoft data centers in the short term suggests that the transition to Stargate will be gradual. According to the report, by 2030, OpenAI expects three-quarters of its computing capacity to come from Stargate, meaning Microsoft will no longer be the primary provider. The report states that OpenAI's spending is projected to reach $20 billion in 2027, significantly higher than the $5 billion in 2024.

In terms of potential advantages, reducing dependence on Microsoft could give OpenAI more control over pricing, infrastructure decisions, and innovation. While Microsoft's involvement with OpenAI is an asset, it also limits OpenAI's flexibility due to its reliance on Azure. By diversifying, OpenAI may also mitigate potential regulatory concerns associated with its relationship with Microsoft.

Earlier this month, Microsoft announced changes to its partnership with OpenAI, no longer being the sole cloud service provider for OpenAI's computing needs. The new agreement includes Microsoft's "right of first refusal" (ROFR). As part of the revised agreement, Microsoft retains priority to provide cloud resources to OpenAI, but OpenAI can now choose to turn to other cloud service providers like Oracle if Microsoft fails to meet its demands.

OpenAI has raised a total of $17.9 billion across 10 funding rounds. Led by Altman, the company was valued at around $157 billion in its October 2024 funding round. Meanwhile, given the company's plans to shift from a non-profit model to a for-profit one, the current timing is crucial for OpenAI.