The battle for AI infrastructure intensifies: OpenAI’s delicate relationship with Microsoft

Recently, OpenAI’s “Project Stargate” has attracted widespread attention. This project has a budget of hundreds of billions of dollars, and its main investor, Microsoft CEO Satya Nadella, He said at the press conference that he "didn't know much about the specific details." This statement is not only reminiscent of the increasingly distant relationship between Microsoft and OpenAI, but also reflects Nadella's ambitions in AI infrastructure.

Although OpenAI mentioned Microsoft in the press release, its main financial backer was not involved in what Sam Altman called "the most important project of this era." In an interview with CNBC, Nadella made it clear that Microsoft will invest $80 billion in its own AI infrastructure and allow OpenAI to obtain additional computing resources from elsewhere when needed. Nadella's remarks were also interpreted as a challenge to Altman, who apparently did not choose to provide financial support for OpenAI's interstellar plan.

In the same week, Meta CEO Mark Zuckerberg also responded to Project Interstellar, releasing a map of the planned Louisiana data center via Facebook, emphasizing that the data center will Reaching a scale of 2GW, it is enough to cover a considerable part of Manhattan. He revealed in the post that Meta plans to bring about 1GW of computing power online in 2025, and plans to invest $60 billion to $65 billion this year to expand its AI team and infrastructure.

Altman, Son, Larry Ellison and others are expected to succeed in raising the massive funding they need to bolster their AI capabilities and gain a foothold in the battle over data center size. . As major technology companies continue to invest in the field of AI, competition will become more intense in the future.