Overview
- Nadella confirmed multi‑year access to OpenAI’s chip and hardware research through 2030, with continued access to OpenAI models through 2032 under the revised pact.
- Microsoft will integrate OpenAI’s system‑level hardware innovations into its in‑house chip programs, first industrialising them and then extending them under Microsoft’s intellectual property.
- OpenAI is co‑developing specialised AI processors and networking hardware with Broadcom, signaling a push beyond software into core compute components.
- Microsoft is rolling out Fairwater datacentres, with an Atlanta site featuring NVIDIA GB200 NVL72 rack‑scale systems, a high‑throughput rack architecture, and advanced liquid cooling that uses almost no water.
- The expanded hardware alignment is intended to reduce reliance on external suppliers and sharpen Microsoft’s competition with Google and Amazon in cloud‑scale AI.