alliance between Microsoft And OpenAIThe technology industry, one of the biggest industries, is beginning to fall apart. A Investigation Of the new York Times This shows that there is a connection between the computer giant and the person responsible for chatgpt has been stressed in recent months due to rising costs of artificial intelligence (AI) and unrest within start-ups.
Microsoft set its sights on OpenAI in 2019, before launching its popular chatbot AyeSince then, the company has led Satya Nadella has invested a total of $ 13.75 billion in the young company. This investment of capital has allowed OpenAI to develop new models Generative AI Which has put it at the forefront of the global commercial race. In turn, Microsoft has integrated these advancements into its systems. World’s third most valuable company,
He bromance -as defined Sam AltmanThe head of OpenAI has started to crack down. Last time, the company behind ChatGPT asked for more Wealth And computational power Microsoft to build and run its AI systems. However, the giant said no and turned off the tap to try to save his bet.
instability and unrest
According to 19 internal sources consulted by the NYT, this change in strategy is due to two factors. On the one hand, Microsoft is concerned about financial stability From OpenAI. The development of AI requires increasingly complex processes that demand more resources, energy and money. This excessive consumption directly hurts the business models of start-ups, which will have to bear the brunt this year Loss Of 5 billion dollars. OpenAI’s computing costs will reach $37.5 billion annually in 2029, according to internal forecasts reviewed by the newspaper.

This also includes unrest within OpenAI, which has caused consternation at Microsoft. A year ago, the start-up’s board of directors surprised Altman by accusing him of withholding information. The soap opera ended with Altman consolidating his power and expelling those who had tried to stab him, including the co-founder and by then chief scientist. Ilya SutskeverSeveral senior executives have resigned in recent months, including the former chief technology officer. Mira Murati,
OpenAI has modified its business model, ceasing to be a non-profit organization to focus on the commercial route. The start-up is immersed in “high-voltage talks” with Microsoft to determine how much of the money the giant will keep, as it put it. wall street journal,
That restructuring gives Altman more power and money, but also greater ability to attract the outside investment needed to survive. Last month, OpenAI completed a deal to raise $6.6 billion, the largest financing round of history, which brought together giants in the field in addition to Microsoft softbank one of the two NVIDIAwho designs microchips Which gives life to AI.
problematic dependencies
This tension reflects the problem of interdependence. Microsoft fears that all of its AI development depends on OpenAI, a concern that has led it to look for alternatives. In March, it paid $650 million to rent turnA company that competes with OpenAI. According to the NYT, that move enraged Altman.
OpenAI also does not want to be bound by its contract with Microsoft. That’s why it has tried to renegotiate it to be able to buy computing power from other companies. In June, the giant company allowed him to purchase hardware To OracleThe New York newspaper estimates that OpenAI and Microsoft have agreed to reduce the price that start-ups will pay for its computing power, a change that satisfies both parties, although it does not give further details.
Interestingly, the contract between the two companies establishes that if OpenAI creates an AI equal to or superior to human intelligence, Microsoft will lose access to it. technologyAlthough that scenario is unlikely in the medium term, it is the OpenAI board that has the power to determine whether that ground has been achieved.
