""As we help our partners design the AI data center, as they learn, as we train in those data centers or even as we inference... they are, I sometimes think of it as a little bit learning our dime," Friar told a packed crowd at a Goldman Sachs conference in San Francisco on Tuesday. "What I want to make sure is that we're not giving that IP away," she added, referring to OpenAI's intellectual property."
""OpenAI is one of the best cloud customers in the world right now. That could change in the future, though. OpenAI has massive computing needs to support its booming ChatGPT service and a growing enterprise AI business. That means the startup works with most of the major cloud providers now, including Microsoft, Google, Oracle, and CoreWeave. This is pushing OpenAI to start building its own AI data centers, Friar explained, referring to this as \"first-party builds.\"""
OpenAI currently consumes massive compute for ChatGPT and enterprise AI, making it a top cloud customer. Cloud providers have been learning from OpenAI's use of their data centers during design, training, and inference. OpenAI wants to prevent handing over AI intellectual property as partners gain operational insights. OpenAI works with major cloud providers including Microsoft, Google, Oracle, and CoreWeave. OpenAI plans a transition toward first-party AI data center builds, potentially including the Stargate projects. The transition path includes buying off-the-shelf capacity, closer collaboration with partners to learn data-center design and operations, and eventual internal first-party buildouts.
Read at Business Insider
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