OpenAI is reportedly planning to shift its compute needs away from Microsoft and instead rely on capacity provided by its Stargate partner SoftBank.

Microsoft hasn’t backed off its plan for the current fiscal year but acknowledged that it may makes some infrastructure adjustments.

OpenAI is forecasting a major shift in the next five years around who it gets most of its computing power from, The Information reported on Friday. By

BofA notes that The Information first reported last Friday that OpenAI is planning to shift some spending on GPU compute from Microsoft (MSFT)