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What will be OpenAI's cloud hosting arrangement by end of 2025?
2
Resolution / Starting Odds
Remains exclusive with Microsoft • 25%
Switches to Google Cloud • 25%
Switches to AWS • 25%
Other outcome • 25%
Official announcements from OpenAI or Microsoft
Story
Google Seeks FTC Intervention to End Microsoft's Exclusive Cloud Deal with OpenAI
Dec 11, 2024, 12:27 AM
Google has approached the Federal Trade Commission (FTC) to request the dissolution of Microsoft's exclusive cloud computing agreement with OpenAI. This request follows the FTC's broader investigation into Microsoft's practices, particularly focusing on its cloud computing partnerships. Google's move aims to challenge Microsoft's exclusive hosting of OpenAI's technology on its cloud servers, which could potentially limit competition in the cloud computing market.
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OpenAI partners with Google • 25%
Other partnership • 25%
OpenAI maintains exclusive Microsoft partnership • 25%
OpenAI partners with Amazon • 25%
Delaware Public Benefit Corporation • 25%
Traditional for-profit corporation • 25%
Remains a non-profit • 25%
Other restructuring • 25%
Undisclosed • 25%
No significant changes • 25%
Major infrastructure overhaul • 25%
Minor updates and patches • 25%
Adopts a different structure • 25%
Remains as current structure • 25%
Successfully restructures into a PBC • 25%
Decision postponed beyond 2025 • 25%
Southwest only • 25%
Neither • 25%
Midwest only • 25%
Both Midwest and Southwest • 25%
Hybrid model • 25%
Remains non-profit • 25%
Fully transitions to for-profit • 25%
Other structural change • 25%
AGI clause remains, increased collaboration in other areas • 25%
AGI clause removed, no additional changes • 25%
AGI clause removed, increased Microsoft investment • 25%
No change in the partnership agreement • 25%
Restructures differently • 25%
Abandons restructuring • 25%
Remains as current structure • 25%
Successfully restructures as PBC • 25%
Partnership terminated • 25%
No new funding secured • 25%
Moderate new funding secured • 25%
Significant new funding secured • 25%
