Part 5/12:
OpenAI’s strategy is heavily reliant on partnerships across the tech ecosystem. Notably, they have established significant deals with the biggest players in semiconductors and cloud infrastructure, including Nvidia, Broadcom, and AMD. In particular, the collaboration with Oracle marks an effort to bolster OpenAI’s cloud infrastructure—Oracle's infrastructure will serve as a backbone for OpenAI, utilizing AMD chips that are integrated into Oracle Cloud.
Interestingly, OpenAI is distancing itself from Microsoft, despite past collaborations, evidenced by their recent $200 billion deal with Oracle. This highlights a broader strategic move to diversify their infrastructure backbone and avoid dependence on any single cloud provider.