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That would effectively exit Microsoft from the LLM race and be an absolutely massive hit to Microsoft shareholders. Unlike the OpenAI non-profit board, the CEO of MS actually is beholden to his shareholders to make a profit.

In other words, MS has the losing hand here and CEO of MS is bluffing.

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> That would effectively exit Microsoft from the LLM race

I don't see why. As I understand it, a significant percentage of Microsoft's investment went into the hardware they're providing. It's not like that hardware and associated infrastructure are going to disappear if they kick OpenAI off it. They can rent it to someone else. Heck, given the tight GPU supply situation, they might even be able to sell it at a profit.

But I think the 'someone else' would be in competition with MS, as opposed to OpenAI who was pretty much domesticated in terms of where the profit would go.

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