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Wayne Williams

Apple Intelligence may be reason why OpenAI wants Microsoft to work with archrival Oracle — Azure may be feeling the pinch as iOS 18 AI-focus means far more GPUs are required

OpenAI Oracle Microsoft Apple Apple Intelligence Azure OCI Nvidia

OpenAI and Oracle partnership.

Oracle, Microsoft and OpenAI are joining forces to extend the Microsoft Azure AI platform to Oracle Cloud Infrastructure (OCI) in a bid to meet the soaring demand for AI. Although it hasn’t been confirmed, this collaboration is likely fueled at least in part by the integration of Apple Intelligence in iOS 18, iPadOS 18, and macOS Sequoia.

At its WWDC, the Cupertino-based tech giant went all-in on AI, detailing how Apple Intelligence will utilize both on-device processing and Private Cloud Compute (PCC) to manage complex data and larger foundation models. It will also provide access to ChatGPT when needed (and with user consent), resulting in a fresh wave of traffic for OpenAI to deal with.

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