Core Insights - OpenAI has entered into a nearly $12 billion partnership with cloud service provider CoreWeave, aiming to diversify its computing capabilities away from Microsoft [2][3] - The five-year agreement will see CoreWeave provide computing power for training and running OpenAI's AI models, with OpenAI also acquiring $350 million worth of equity in CoreWeave at the time of its IPO [3][4] OpenAI's Strategic Moves - The collaboration with CoreWeave is part of OpenAI's strategy to reduce reliance on a single supplier, ensuring greater autonomy and flexibility in AI model training and operations [5] - OpenAI's CEO Sam Altman emphasizes the importance of infrastructure for developing cutting-edge AI models, while Microsoft CEO Satya Nadella has expressed concerns over "overbuilding" in computing capacity among large tech companies [5] CoreWeave's Background and Challenges - CoreWeave, established in 2017, initially focused on cryptocurrency mining before pivoting to provide cloud services using NVIDIA's high-performance GPUs for AI model training [4] - CoreWeave faced setbacks as its largest client, Microsoft, withdrew some commitments due to delivery issues, which impacted its revenue, with Microsoft accounting for 62% of CoreWeave's income last year [3][5]