Both Microsoft and OpenAI might be making moves to become more independent.
On Wednesday, the Wall Street Journal reported that OpenAI signed an agreement to access Oracle compute, a deal that could be worth $300 billion. This appears to be separate from their agreement in July to develop 4.5 gigawatts of additional Stargate data center capacity for the project OpenAI announced earlier in the year. Oracle declined to comment.
On the other hand, OpenAI’s longtime investor Microsoft isn’t denying or confirming claims that it will use Anthropic’s technology for some features in Office 365 applications. The Information reported on Tuesday that Microsoft was breaking away from exclusively using OpenAI for applications such as Word, Excel, Outlook and PowerPoint.
If either move proves true, it will provide an additional sign of the ever-changing AI landscape.
The Oracle-OpenAI report comes after Oracle’s quarterly earnings call, when the vendor revealed that it signed significant cloud contracts with vendors such as OpenAI, xAI, Meta, Nvidia and AMD. OpenAI did not respond to a request for comment before publication.
“The metrics seem to be aligning with booking and delivering some of these large compute contracts,” said Chirag Dekate, an analyst at Gartner.
