Sam Altman is planning a major new direction for OpenAI. He hinted that the company may soon sell its massive computing capacity directly. This move would create an “AI cloud” service. This new business puts OpenAI in direct competition with tech giants. Competitors include Microsoft Azure, Amazon Web Services (AWS), and Google Cloud.
Altman believes the world needs much more dedicated AI cloud infrastructure. OpenAI recently signed enormous infrastructure deals. These deals total over $1 trillion for chips and data centers. For example, the company made a $38 billion compute agreement with Amazon. Selling this capacity is key to funding such huge investments.
By becoming a cloud provider, OpenAI can quickly earn returns on its spending. Cloud services are known for generating high profits. This strategy aims to ease investor concern. It gives the company a clear way to finance its ambitious goal of building advanced AI.
