What OpenAI’s Stargate Deal Means for Microsoft

WSJ Tech News Briefing

The Wall Street Journal

News, Tech News

4.3 • 1.7K Ratings

🗓️ 24 January 2025

⏱️ 13 minutes

🔗️ Recording | iTunes | RSS

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Summary

Microsoft was absent from OpenAI’s Stargate announcement at the White House earlier this week. WSJ reporter Tom Dotan tells host Julie Chang what it means for the companies and why it signals a new era in which the longtime partners will be less reliant on each other. Plus, some U.S. drone makers that rely on China for parts are looking to Taiwan. But there are risks. Sign up for the WSJ's free Technology newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:33.7	Welcome to Tech News Briefing. It's Friday, January 24th. I'm Julie Chang for the Wall Street Journal.
0:40.5	U.S. drone makers that rely on China for parts need to look elsewhere. Now, some are looking to
0:47.5	Taiwan. How is Beijing responding? Plus, OpenEI wants more data centers, and it's looking
0:53.9	beyond Microsoft to provide them.
0:56.3	We'll tell you what this means for the two companies and the partnership that helped launch the generative artificial intelligence boom.
1:05.4	Up first, American drone companies rely on China for parts, but recently, that reliance has become untenable,
1:13.9	as Beijing has shown its willing to cut off access to these components. China has sanctioned more
1:18.9	than a dozen U.S. drone tech companies already cutting off supplies to things like batteries.
1:23.9	Now, Taiwan is stepping in to fill that gap. WSJ reporter Heather Somerville has been following the story.
1:30.9	Heather, can you give us an example of a U.S. company that had to look to Taiwan for drone parts?
1:36.2	Take Silicon Valley drone company, Skydeo, one of the better known U.S. drone companies.
1:41.3	They make small drones that are used by police and otherwise. China sanctioned
1:46.5	Skydeo last October, which cut off its primary battery supply. This is bad news for Skydeo.
1:54.2	Skydeo now doesn't have a battery supplier and has to reduce the number of batteries on its
1:59.7	drones from three to one. This means the
2:02.9	drones don't work as well. They don't fly as long. They don't. Their performance is compromised.
2:07.4	Skydeo went to Taiwan and approached Taipei for help with this. Taipei introduced Skydeo
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