OpenAI, Microsoft

OpenAI’s Stargate Deal Heralds Shift Away From Microsoft
Microsoft’s absence from OpenAI’s Stargate announcement follows months of tension between the companies and signals a new era in which the longtime partners will be less reliant on each other. At a White House press conference,
Microsoft is letting OpenAI get its own AI compute now
The new agreement “includes changes to the exclusivity on new capacity, moving to a model where Microsoft has a right of first refusal (ROFR),” Microsoft says. “To further support OpenAI, Microsoft has approved OpenAI’s ability to build additional capacity, primarily for research and training of models.”
Stargate: OpenAI's Hard Takeoff And Its Implications On Microsoft
Microsoft is poised for growth with OpenAI and Project Stargate. Find out why MSFT stock is a strong pick while rivals like Intel risk obsolescence.
Microsoft Changes OpenAI Pact to Allow Use of Rival Cloud Services
The software giant was previously the exclusive cloud provider for OpenAI and now retains right of first refusal.
Microsoft loses status as OpenAI's exclusive cloud provider
Microsoft won’t be the sole cloud provider for OpenAI but can decide whether to deliver the capacity or allow another company to do it.
Microsoft is no longer OpenAI’s exclusive cloud provider
Microsoft was once the exclusive provider of data center infrastructure for OpenAI to train and run its AI models. No longer. As part of Stargate, the company’s massive new infrastructure deal with SoftBank,
Microsoft and OpenAI evolve partnership to drive the next phase of AI
We are thrilled to continue our strategic partnership with OpenAI and to partner on Stargate. Today’s announcement is complimentary to what our two companies have been working on together since 2019.

Microsoft relaxes data center grip on OpenAI

Microsoft’s relationship with OpenAI cracked when it hired Mustafa Suleyman, rival Marc Benioff says
Salesforce CEO Marc Benioff said that the two AI leaders, Sam Altman and Mustafa Suleyman do not care for each other.
Microsoft loses OpenAI exclusive cloud provider status to $500 billion Stargate project — as the ChatGPT maker races to hoist the AGI flag first
Microsoft is OpenAI's largest investor, with a 49% stake, translating to $14 billion. As part of its complicated partnership ...
Salesforce CEO Marc Benioff: Don't think Microsoft will use OpenAI in the future
Salesforce co-founder, chairman and CEO Marc Benioff joins 'Squawk Box' to discuss the $500 billion Stargate AI project, ...
FTC says partnerships like Microsoft-OpenAI raise antitrust concerns
The Federal Trade Commission (FTC) said in a staff report issued Friday that there are potential competitive issues in ...
Microsoft poised to benefit from Stargate venture, with zero money
When President Donald Trump touted a multibillion-dollar artificial intelligence project led in part by OpenAI, one question sprang to mind: Where's Microsoft?
OpenAI Stargate is a $500B bet: America’s AI Manhattan Project or costly dead-end?
OpenAI, Oracle, Softbank and MGX are investing a record amount in new AI infrastructure even as China's DeepSeek outperforms on cost.
OpenAI Reportedly Launching ‘Operator’ That Can Control Your Computer This Week
So-called "computer use agents" are expected to be a major leap in AI that will allow bots to actually complete tasks on your ...
This Week in AI: OpenAI gains an invaluable infrastructure advantage
In this edition of TC's AI newsletter, This Week in AI, we talk about OpenAI's new Stargate joint venture and what it means ...