OpenAI plans to offer AI infrastructure services, expanding beyond software
OpenAI CFO Sarah Friar says the company is considering selling access to its data center infrastructure to other firms, leveraging the high-performance systems used to power ChatGPT and other models. This move would diversify OpenAI’s revenue streams, which are currently tied closely to application usage. The offering could turn OpenAI into a broader platform provider, competing with cloud giants like AWS and Azure that already offer specialized AI infrastructure.
This marks a strategic shift as OpenAI tackles the heavy costs of AI compute — and signals growing demand for vertical AI platforms.
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