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.
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