> The only one that doesn't use TPU is OpenAI

For inference? This is from July 2025: OpenAI tests Google TPUs amid rising inference cost concerns, https://www.networkworld.com/article/4015386/openai-tests-go... / https://archive.vn/zhKc4

> ... due to the exclusive deal with Microsoft

This exclusivity went away in Oct 2025 (except for 'API' workloads).

  OpenAI has contracted to purchase an incremental $250B of Azure services, and Microsoft will no longer have a right of first refusal to be OpenAI’s compute provider.