By Adam Levy
Publication Date: 2026-01-18 14:45:00
Both companies depend heavily on the success of OpenAI, the leader in large language models.
In just over three years OpenAI has grown from a relatively unknown company into a tech industry giant valued at up to $830 billion based on its current funding round. The company is currently looking for and will need $100 billion in fresh capital. The developer of large language models has made major commitments to several major partners for cloud computing resources.
Two of OpenAI’s largest partners are Microsoft (MSFT +0.77%) And oracle (ORCL +0.75%).
Microsoft has a long history with OpenAI, investing in the company back in 2019, long before the release of ChatGPT. The company now owns a 27% stake in the company and has received $250 billion in commitments from OpenAI for its cloud computing platform Azure.
But OpenAI is hungry for computing resources and has signed several deals with Microsoft’s competitors, including Oracle. The two announced a massive $300 billion commitment…
