OpenAI needed a supplier. Stargate arrived just in time.
Training AI models is expensive, open-source AI is catching up fast, and Microsoft’s funding seems to run out. OpenAI’s only path forward is securing exclusive access to data and users. Stargate provides OpenAI with a major supplier: SoftBank will finance the deal, while Oracle will provide the infrastructure for OpenAI’s AI services. This gives OpenAI the resources it needs at a critical moment when it faces both cost pressures and competitive threats from open-source alternatives.
— Stargate: The $500 Billion Message To China — The Future Of AI Regulation · Forbes