Microsoft was at the top of AI in 2023 and 2024, but then a year ago they changed course drastically. They paused their datacenter construction significantly and slowed down their commitments to OpenAI. We called this out a year ago to datacenter model clients and later wrote a newsletter piece about it.2025 was the story of OpenAI diversifying away from Microsoft, with Oracle, CoreWeave, Nscale, SB Energy, Amazon, and Google all signing large compute contracts with OpenAI directly.This seems li...