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OpenAI Plans To Shift Compute Needs From Microsoft To SoftBank - Slashdot

Feb 21, 2025 - slashdot.org
OpenAI is planning a significant shift in its computing power infrastructure by 2030, moving most of its operations from Microsoft to Stargate, a company backed by SoftBank. This transition marks a major departure from Microsoft, which is currently OpenAI's largest shareholder and primary provider of computing resources. Despite this planned shift, OpenAI will continue to increase its investment in Microsoft-owned data centers over the next few years.

The financial implications of this transition are substantial, with OpenAI's costs expected to rise significantly. By 2027, the company anticipates burning through $20 billion in cash, a sharp increase from the $5 billion projected for 2024. By 2030, OpenAI forecasts that its expenses related to running AI models, known as inference, will surpass the costs associated with training these models.

Key takeaways:

  • OpenAI plans to shift most of its computing power from Microsoft to SoftBank-backed Stargate by 2030.
  • The transition represents a major shift away from Microsoft, OpenAI's biggest shareholder, who currently fulfills most of the startup's power needs.
  • OpenAI's overall costs are projected to grow dramatically, with a forecasted cash burn of $20 billion in 2027.
  • By 2030, OpenAI expects its costs for running AI models (inference) to surpass its spending on training AI models.
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