OpenAI Adjusts Its Ambitious Stargate Plan:


Abandoning in-house data center construction → Shifting to cloud services from Amazon Web Services (AWS) and Google Cloud
Computing power investment by 2030 also reduced from $1.4 trillion to $600 billion.
Over the next four years, significantly lowering capital expenditures, which is bearish for AI large language model computing power sectors.
Next steps: SoftBank to handle energy and infrastructure, while OpenAI obtains computing power through a "leasing" model.
OpenAI transitions from "building its own power plants" to becoming a "super customer that leases computing power"
Cloud providers Amazon Web Services (AWS) and Google Cloud emerge as the biggest winners in AI.
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