It seems that when you are a leader in a field exposed like artificial intelligence, life does not have a long river. Almost a day does not go without talking about society. Often, it is for your product, as is recently with Surah or GPT 4.5. But sometimes, it is for legal embroidery or more political issues, even like this recent passage of weapons in court with both Elon Musk.
Today, it is talking about “business”, which is talking about Optai, since the company has formally formally made a five -year partnership with Corio, a company that specializes in artificial intelligence -related cloud infrastructure. The transaction is estimated at $ 11.9 billion, with the investment of 350 million millions in Openi in Coriovis. The press release states that it is without direct linking with the latter’s IPO.
A leap for Microsoft?
You can say that Optta easily tries to enhance its calculation capabilities. However, it must be forgotten that the news of that day comes in the context of fluctuating relationships with Microsoft. If Windows Publishers become an essential partner for Openi, as a cloud supplier and a large investor, this alliance with Corio shows the desire to diversify the infrastructure sources, and therefore restrict Microsoft’s dependence on the microsoft ezor.
The most ridiculous is that Corio, which saw a business of up to 1.9 billion from $ 229 million to 2024 in 2023, a large portion of his income is debtor on Microsoft. In 2024, this dependence also represented 62 % of his business. The arrival of Open in his client Portfolio can facilitate assurances to investors and access to $ 4 billion, which he expects to increase the stock market. In the context of Coriov, there is another AI giant. NVIDIA is really 6 % of its capital.
Increased tension between Openi and Microsoft
As stated above, the contract with Corio comes when the relationship between Open and Microsoft is no longer beautiful. The reasons for these emerging tensions are numerous. But most importantly, you develop your AI solution for your companies, a market where Microsoft plans to implement its model. In addition, Redmund Dev recently recruited Mustafa Suleiman, a co -founder of Deep Mind and former CEO of Influration A, to pilot his branch. Let us also remember that in January, an agreement on the Soft Bank and Oracle has already served to eliminate Microsoft’s immunity as the host of the Open AI infrastructure.
Openi CEO Sam Ultman expressed his recent publicity, despite the lack of available GPUs, on the launch of GPT 4.5. The investment in Corio not only allows access to these important resources, but also allows an IA cloud to take a promising actor.
Arms race
In any case, this partnership with the Corioovs reflects an important trend: AI actors want to secure their calculation capabilities to follow the growing demand for processing power. The contract allows Openi to extend its access to the infrastructure needed for the training of its models, while reducing its dependence on a single provider. Finally, this contract also highlights the growing weight of suppliers who specializes in clouds for AI, which seems to become a reliable alternative to the Giants, such as Microsoft, Amazon and Google.
