Huan Qiu Wang·2025-11-13 03:34Core Insights - Microsoft plans to accelerate its AI chip development by leveraging access to custom AI chip research from OpenAI, addressing the current slow progress in its self-developed chip initiatives [1][3] Group 1: Partnership with OpenAI - Microsoft has revised its collaboration agreement with OpenAI, allowing the company to use OpenAI's models until 2032 and access research outcomes before 2030 or prior to the confirmation of general artificial intelligence by an expert panel [3] - Microsoft will replicate OpenAI's developed technologies and then expand upon them, even as OpenAI innovates at the system level [3] Group 2: Technology Development Strategy - Microsoft aims to integrate its own research team with OpenAI's design solutions, ensuring ownership of the related intellectual property to expedite AI chip development [3] - OpenAI is planning to collaborate with Broadcom for custom chips and network hardware, while Microsoft has been pursuing its own chip projects but has not yet matched the progress of competitors like Google in the cloud computing sector [3]