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Report: OpenAI plans to shift compute needs from Microsoft to SoftBank
- OpenAI is transitioning its compute needs from Microsoft to SoftBank.
- By 2030, OpenAI expects to get 75% of its data center capacity from Stargate, financed by SoftBank.
- OpenAI will continue to increase spending on Microsoft data centers in the next few years.
- OpenAI projects to burn $20 billion in cash in 2027, a significant increase from $5 billion in 2024.
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