OpenAI is shifting its computing strategy, moving from a reliance on Microsoft to a partnership with SoftBank, particularly through its Stargate project. This joint venture, which also involves Oracle, is expected to become the primary source of OpenAI's data centers by 2030. Masayoshi Son, CEO of SoftBank, has outlined ambitious projections for Stargate, claiming that the number of chips will increase tenfold each year, with each chip also becoming ten times more powerful. This compounding effect could result in OpenAI's models becoming a thousand times more capable over the next few cycles, which are anticipated to last 12 to 18 months. Furthermore, it is projected that one-third of OpenAI's revenue in 2025 will come from SoftBank's spending on OpenAI's products across its various companies. The shift in alliances marks a significant change in OpenAI's computing needs and growth trajectory, with SoftBank's investment expected to play a crucial role in the development of artificial general intelligence (AGI).