Microsoft has become more cautious about paying for ever-bigger server clusters for OpenAI as the cloud giant aims to ensure it won’t take a loss on costly data centers that may not generate consistent revenue in the coming decades. Part of Microsofts concern is that clusters optimized for training AI models arent as cost effective when used for other purposes, such as powering AI apps, known as inference. It may be hard to predict the demand for large-scale training in the coming decade, which makes it risky to build expensive computing clusters that may sit idle for stretches of time.

https://www.theinformation.com/articles/openai-eases-away-from-microsoft-data-centers