Overview
- Microsoft said its total outlay tied to OpenAI has topped $100 billion, much of it for Azure infrastructure, under a revised nonexclusive pact that caps OpenAI payouts through 2030.
- Reuters reported Microsoft is scouting AI startups to reduce reliance on OpenAI, dropping a look at Cursor over antitrust concerns and holding talks with Inception as it pursues a top-tier model next year.
- OpenAI’s CFO said the company closed about $122 billion in private funding yet may still raise more to secure scarce computing power, with ChatGPT weekly users now above 900 million.
- After SpaceX folded xAI into the rocket company, reports say more than 50 researchers who worked on the Grok model left and the original founding group had already departed by late March.
- Investor optimism about Amazon’s AI push has lifted its market value near $3 trillion, helped by faster AWS sales and more than $225 billion in commitments tied to its Trainium AI chips.