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699 Why Microsoft Let OpenAI Play the Field

The Information
Aaron Holmes @ The Information · 10/16/2025 09:00 EDT

Why Microsoft Let OpenAI Play the Field

Over the past three years, as OpenAI swelled from a tiny research lab into the world’s most valuable startup, one company has captured nearly all of its billions of dollars in annual spending on the servers needed to power OpenAI’s artificial intelligence: Microsoft.

In recent months, though, OpenAI announced megadeals with several Microsoft rivals that show just how much the ChatGPT creator has outgrown the amount of computing capacity its onetime exclusive cloud partner can provide.

Those deals are so b

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