OpenAI has announced over $838 billion in infrastructure commitments with providers other than Microsoft Azure, fundamentally reshaping the AI partnership landscape.
Microsoft’s relative share of OpenAI’s compute is declining even as the absolute commitment remains substantial. OpenAI CEO Sam Altman: “Scaling frontier AI requires massive, reliable compute.”
Microsoft’s Response
The company has pivoted from “exclusive OpenAI partner” to “platform for all AI” — signing deals with Anthropic, Nebius, and others to diversify its AI customer base.
Gennaro is the creator of FourWeekMBA, which reached about four million business people, comprising C-level executives, investors, analysts, product managers, and aspiring digital entrepreneurs in 2022 alone | He is also Director of Sales for a high-tech scaleup in the AI Industry | In 2012, Gennaro earned an International MBA with emphasis on Corporate Finance and Business Strategy.
