OpenAI 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

OpenAI is reportedly planning to shift its compute needs away from Microsoft and instead rely on capacity provided by its Stargate partner SoftBank.

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New forecasts from OpenAI are showing the beginning of a dramatic shift in its alliances from its largest shareholder, Microsoft (MSFT), to

OpenAI 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

Financial forecasts from OpenAI to investors have highlighted an increased reliance on Japanese tech conglomerate SoftBank (SFTBY), at the expense of Microsoft (MSFT). Read for more.

SoftBank Group CEO Masayoshi Son plans to borrow $16 billion to invest in AI, the company's executives told banks last week, The Information tech news website reported on Saturday, citing people familiar with the matter.

TOKYO : SoftBank Group CEO Masayoshi Son plans to borrow US$16 billion to invest in AI, the company’s executives told banks last week, The Information tech news website reported on Saturday, citing people familiar with the matter. The Japanese technology investor might borrow another US$8 billion in early 2026, the report added.

SoftBank Group CEO Masayoshi Son is planning significant financial maneuvers with $16 billion borrowed for AI investments. The group may borrow an additional $8 billion by 2026. This move includes substantial stakes in Stargate and OpenAI,

OpenAI is reportedly planning to shift its compute needs away from Microsoft and instead rely on capacity provided by its Stargate partner SoftBank.

Last week as Elon Musk seemed to place his OpenAI offer on and off the table daily, something else OpenAI-related caught our eye — SoftBank reported a net loss of nearly $2.4 billion for its fiscal third quarter.

OpenAI 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