In BriefPosted:12:22 PM PST February 21, 2025Image Credits:Bloomberg / Contributor / Getty ImagesReport: OpenAI plans to shift compute needs from Microsoft to SoftBankOpenAI is forecasting a major shift in the next five years around who it gets most of its computing power from, The Information reported on Friday. By 2030, OpenAI expects to get three-quarters of its data center capacity from Stargate, a project thats expected to be heavily financed by SoftBank, one of OpenAIs newest financial backers. That represents a major shift away from Microsoft, OpenAIs biggest shareholder, who fulfills most of the startups power needs today.The change wont happen overnight. OpenAI still plans to increase its spending on Microsoft-owned data centers in the next few years.During that time, OpenAIs overall costs are set to grow dramatically. The Information reports that OpenAI projects to burn $20 billion in cash during 2027, far more than the $5 billion it reportedly burned through in 2024. By 2030, OpenAI reportedly forecasts that its costs around running AI models, also known as inference, will outpace what the startup spends on training AI models.Topics