Microsoft has transitioned from being the sole provider of data center infrastructure for OpenAI to having a new agreement under its Stargate deal, which gives it the 'first right of refusal' on OpenAI’s cloud computing capacity. While this allows Microsoft input on where OpenAI's models run, it does not have the final say. Despite some tensions over compute capacity, key elements of their collaboration remain intact until 2030, ensuring continued exclusivity on APIs and shared revenue arrangements.
Microsoft's new agreement with OpenAI allows it first refusal on new cloud computing capacity, reshaping the dynamic of their partnership as capabilities expand.
OpenAI has indicated that a shortage of compute power has led to delays in its product launches, highlighting growing tension in its relationship with Microsoft.
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