The Deep View 2026-05-07-1
OpenAI MRC Protocol: What Gets Open-Sourced Is the Non-Moat
What frontier labs open-source is a map of the non-moats. OpenAI released its GPU networking protocol through OCP with Microsoft, AMD, Broadcom, NVIDIA, and Intel as coalition partners, two years in development, already running at Stargate's Abilene site and used to train GPT-5.5. The corollary lands hardest for Microsoft: they have the protocol, run it on Fairwater, and still ship mid-class models, which means networking efficiency was never the binding constraint.