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OpenAI has committed around $10 billion to diversified chip and cloud infrastructure deals, deliberately avoiding reliance on a single tech giant to m
Ethan Collins
… minimum reading
OpenAI diversifies $10 billion into chip and cloud offerings to avoid dependence on a single tech giant
A strategy determined by scale and risk
Why dependency is a growing concern
Balance of speed and control
The role of the cloud and custom hardware
Implications for major technology companies
A signal for the AI industry in general
Regulatory and geopolitical considerations
Cost vs. long-term value
What comes next?
A deliberate design choice
A broader shift in the economics of AI
Conclusion