OpenAI Just Stabbed Microsoft in the Back
The AI world is reeling from the biggest partnership betrayal in tech history. OpenAI, Microsoft’s golden child, just started renting Google’s chips to run ChatGPT.
The shocking move:
After 6 years of exclusive partnership, OpenAI is now using Google’s TPU chips instead of relying solely on Microsoft’s Azure infrastructure.
Why this is HUGE:
1️⃣ First time OpenAI used non-Nvidia chips meaningfully
2️⃣ Breaking Microsoft exclusivity – the partnership that built both companies
3️⃣ Strategic shift to Google Cloud – Microsoft’s biggest rival
The business reality:
OpenAI hopes Google’s TPUs will slash inference costs compared to expensive Nvidia GPUs. When you’re burning through billions in compute costs, every penny matters.
The twist:
Google isn’t even giving OpenAI their most powerful chips. They’re helping a competitor, but not too much.
What this means:
OpenAI is diversifying away from Microsoft dependency right as their partnership faces AGI clause drama. Microsoft invested $13 billion and gets rewarded with… this.
The bigger picture:
When your AI partner starts shopping around, it’s not just business – it’s a signal that the relationship is fracturing.
Sam Altman is playing 4D chess while Microsoft thought they were playing checkers.
Source: Reuters, June 27, 2025
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