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Microsoft’s CEO, Satya Nadella, has previously expressed the company’s challenge in keeping pace with the skyrocketing demand for AI infrastructure. It's worth noting that the AI infrastructure demand extends beyond OpenAI, encompassing other AI models and applications being run on Azure. Microsoft has committed to investing a staggering $80 billion in AI infrastructure over a fiscal year, largely to bridge this capacity gap. Financially, this shift may lead to Microsoft relinquishing potential revenue growth, as it has to share the market with emerging players.