Mustafa Suleyman says Microsoft is preparing for an OpenAI exit, while a new chip costs 30% less than GB200
thoefler · x · 2026-07-21
Microsoft AI CEO Mustafa Suleyman describes how the OpenAI partnership is evolving and why both sides are preparing for more independence.
- He says partnerships like this do not last forever, and OpenAI wants the freedom to buy compute from multiple vendors, build its own compute, and partner more broadly.
- He points to a trial-revealed Satya Nadella line: “I don’t want to be Intel and have OpenAI be Microsoft.”
- Suleyman says Microsoft made the decision early last year, which shaped the contract negotiations signed in October.
- He also says Microsoft can now manufacture and ship a chip that is 30% cheaper than a GB200 inside its own clusters.
- He adds that the newly released MAI-Thinking-1 model delivers a 1.4x performance-per-watt improvement.
More from Companies & People
- Law Professor on Legal Engineering Jobs: Stigma Is Real but Builder Skills Open New Doors — jkubicki · 2026-09-11
- AI safety community mocked as 'bridge engineers' who say bridges can never be safe — Dan_Jeffries1 · 2026-09-11
- SoftBank's Masayoshi Son predicts 100 trillion self-replicating AIs: "humans' era as top life form is ending" — Puzzleheaded-King584 · 2026-09-11
- IIT Madras Launches EdTech Tulna Standards for AI-Powered Learning Products — ravi_iitm · 2026-09-11
- Warp's six non-engineering teams all run on Linear and Claude Code — mon__lim · 2026-09-11
- Anthropic Insiders: Not Everyone at the Lab Believes in High p(doom) — anpaure · 2026-09-11