Overview
- Satya Nadella said Microsoft now has access to OpenAI’s chip and hardware research through 2030 and continued access to OpenAI’s models through 2032 under a revised agreement.
- Microsoft will fold OpenAI’s system-level chip designs into its semiconductor roadmap, first helping to industrialize them and then extending them under Microsoft intellectual property.
- OpenAI is co-developing specialized AI processors and networking hardware with Broadcom, reflecting a multi-partner approach to AI infrastructure.
- Microsoft is deploying new Fairwater AI datacenters, including an Atlanta site with NVIDIA GB200 NVL72 rack-scale systems and advanced low-water liquid cooling.
- The integration signals a push toward tighter control of AI hardware that could reduce reliance on third-party suppliers and intensify competition with Google and Amazon.