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Tag: SoftBank

  • Enterprise AI Trends: Microsoft sees OpenAI as an existential threat

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    Kurt Seifried
    in

    Source URL: https://nextword.substack.com/p/microsoft-sees-openai-as-an-existential Source: Enterprise AI Trends Title: Microsoft sees OpenAI as an existential threat Feedly Summary: Satya Nadella’s recent interview reveals that tensions are high betwen MSFT and OpenAI AI Summary and Description: Yes Summary: The text discusses the evolving competitive dynamics between Microsoft and OpenAI, highlighting concerns regarding Microsoft’s reliance on OpenAI for…

  • Slashdot: OpenAI Plans To Shift Compute Needs From Microsoft To SoftBank

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    Kurt Seifried
    in

    Source URL: https://slashdot.org/story/25/02/21/2131244/openai-plans-to-shift-compute-needs-from-microsoft-to-softbank?utm_source=rss1.0mainlinkanon&utm_medium=feed Source: Slashdot Title: OpenAI Plans To Shift Compute Needs From Microsoft To SoftBank Feedly Summary: AI Summary and Description: Yes Summary: OpenAI is planning a significant shift in its computing strategy, moving its primary resource needs from Microsoft to SoftBank-backed Stargate by 2030. This transition indicates a major transformation in the operational…

  • Enterprise AI Trends: OpenAI’s New Enterprise AI Strategy Revealed

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    Kurt Seifried
    in

    Source URL: https://nextword.substack.com/p/openais-new-enterprise-ai-strategy Source: Enterprise AI Trends Title: OpenAI’s New Enterprise AI Strategy Revealed Feedly Summary: Finally, OpenAI is getting serious about winning enterprise AI market, after growing ChatGPT enterprise to $1BN in ARR with just word of mouth. AI Summary and Description: Yes **Summary:** OpenAI is shifting its enterprise strategy towards becoming an AI…

  • The Register: SoftBank woos OpenAI with $40B, making Microsoft’s $13B look quaint

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    Kurt Seifried
    in

    Source URL: https://www.theregister.com/2025/02/07/softbank_invests_40b_openai/ Source: The Register Title: SoftBank woos OpenAI with $40B, making Microsoft’s $13B look quaint Feedly Summary: Some of that cash is reportedly headed for $500B Stargate dream The AI investment landscape is shifting once again, with SoftBank reportedly finalizing a $40 billion stake in OpenAI – pushing its valuation to around $300…

  • Slashdot: OpenAI Considering 16 States For Data Center Campuses

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    Kurt Seifried
    in

    Source URL: https://slashdot.org/story/25/02/06/2210223/openai-considering-16-states-for-data-center-campuses?utm_source=rss1.0mainlinkanon&utm_medium=feed Source: Slashdot Title: OpenAI Considering 16 States For Data Center Campuses Feedly Summary: AI Summary and Description: Yes Summary: OpenAI’s Stargate initiative is a significant step towards enhancing AI infrastructure in the U.S., with plans to establish large data center campuses across 16 states. This project not only aims to bolster AI…

  • Hacker News: OpenAI announces SoftBank partnership as fallout from DeepSeek continues

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    Kurt Seifried
    in

    Source URL: https://www.semafor.com/article/02/03/2025/openai-responds-to-deepseek Source: Hacker News Title: OpenAI announces SoftBank partnership as fallout from DeepSeek continues Feedly Summary: Comments AI Summary and Description: Yes Summary: OpenAI has partnered with SoftBank in a significant financial investment to utilize its software, marking a strategic pivot. This move is in response to competition from a rising Chinese AI…

  • New York Times – Artificial Intelligence : SoftBank in Talks to Invest Up to $25 Billion in OpenAI

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    Kurt Seifried
    in

    Source URL: https://www.nytimes.com/2025/01/30/technology/softbank-openai-ai-investment.html Source: New York Times – Artificial Intelligence Title: SoftBank in Talks to Invest Up to $25 Billion in OpenAI Feedly Summary: A new investment from the Japanese conglomerate would be separate from the $100 billion tied to a project announced at the White House last week. AI Summary and Description: Yes Summary:…

  • Slashdot: SoftBank in Talks To Invest Up To $25 Billion in OpenAI

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    Kurt Seifried
    in

    Source URL: https://slashdot.org/story/25/01/30/1114205/softbank-in-talks-to-invest-up-to-25-billion-in-openai?utm_source=rss1.0mainlinkanon&utm_medium=feed Source: Slashdot Title: SoftBank in Talks To Invest Up To $25 Billion in OpenAI Feedly Summary: AI Summary and Description: Yes Summary: SoftBank is negotiating a significant investment of up to $25 billion in OpenAI, aiming to become its largest financial backer. This partnership involves a substantial joint venture that will focus…

  • Slashdot: OpenAI’s Stargate Deal Heralds Shift Away From Microsoft

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    Kurt Seifried
    in

    Source URL: https://slashdot.org/story/25/01/23/140226/openais-stargate-deal-heralds-shift-away-from-microsoft?utm_source=rss1.0mainlinkanon&utm_medium=feed Source: Slashdot Title: OpenAI’s Stargate Deal Heralds Shift Away From Microsoft Feedly Summary: AI Summary and Description: Yes Summary: The text discusses the shifting dynamics between OpenAI and Microsoft following OpenAI’s Stargate announcement, which involves a partnership with Oracle and SoftBank to build new data centers. This development indicates a reduction in…

  • Slashdot: Microsoft Loses Status as OpenAI’s Exclusive Cloud Provider

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    Kurt Seifried
    in

    Source URL: https://slashdot.org/story/25/01/22/0522224/microsoft-loses-status-as-openais-exclusive-cloud-provider Source: Slashdot Title: Microsoft Loses Status as OpenAI’s Exclusive Cloud Provider Feedly Summary: AI Summary and Description: Yes Summary: Microsoft’s evolving partnership with OpenAI, transitioning from an exclusive provider to a collaborative role with a “right of first refusal,” reflects shifts in AI infrastructure investments, particularly with the Stargate Project involving major…