OpenAI’s 11.9 Billion Power Move with CoreWeave Signals a Break from Microsoft

With GPU demand at an all-time high and an IPO on the horizon, CoreWeave is at the center of the AI arms race.
CoreWeave just pulled off a power move that changes the AI infrastructure game, locking in a five-year, $11.9 billion deal with OpenAI. And this is not only just about cloud computing or a reverse acquihire but it also puts OpenAI in direct control of its own computing future. At the heart of this blockbuster agreement is OpenAI’s acquisition of $350 million in CoreWeave equity. OpenAI isn’t just renting GPUs; it now owns a stake in the very company powering its AI ambitions. If there is one organization worried it's Microsoft, OpenAI’s biggest investor and (formerly) sole cloud provider. The OpenAI-Microsoft relationship has been one of convenience, necessity, and increasing tension. Microsoft poured billions into OpenAI, gaining access to its models for Azure customers. But a
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Anshika Mathews
Anshika is the Senior Content Strategist for AIM Research. She holds a keen interest in technology and related policy-making and its impact on society. She can be reached at anshika.mathews@aimresearch.co
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