Microsoft previously held the exclusive position as the provider of data center infrastructure for OpenAI, essential for training and operating AI models. However, this scenario has recently undergone a transformation. OpenAI has unveiled a novel collaboration dubbed Stargate, partnering with firms including SoftBank and Oracle to construct extensive AI infrastructure. Concurrently, Microsoft has confirmed the signing of a new agreement with OpenAI, granting it a "right of first refusal" for any new cloud computing capacities developed by the latter.
