Microsoft loses status

Microsoft and OpenAI tweak the terms of their cloud deal, enabling $500B Stargate AI project
Microsoft will no longer be the exclusive provider of new cloud computing capacity to OpenAI — a new twist in their relationship that clears the way for OpenAI to work with Oracle and others on the $500 billion Stargate AI project announced by the companies Tuesday with President Trump at the White House.
Microsoft’s exclusive cloud deal with OpenAI is coming to an end
ChatGPT maker OpenAI will use other cloud infrastructure providers, but Microsoft 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 company with capacity or allow another party to fill the need.
Microsoft will no longer be OpenAI’s exclusive cloud infrastructure provider
If you've read about the Microsoft-OpenAI relationship over the past few years, you'd know that apart from its financial investments, Microsoft was also the exclusive cloud infra provider to OpenAI. While the former is still there,
Microsoft ‘thrilled’ over strategic partnership with OpenAI, Stargate
Microsoft (MSFT) said in a blog post that it is “thrilled” to continue its strategic partnership with OpenAI and to partner on Stargate.
Microsoft relaxes exclusivity, allowing OpenAI to use rival cloud providers
Microsoft has revised its agreement with OpenAI, allowing the AI company to partner with other cloud service providers (CSPs). However, Microsoft retains the Right of First Refusal (ROFR), giving it a priority to match any competing offers before OpenAI commits to other providers.
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.
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Microsoft is letting OpenAI get its own AI compute now
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FTC raises antitrust concerns over Microsoft $13bn investment in OpenAI
The commission noted that the investment may extend Microsoft's dominance in cloud computing into the emerging AI market.
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Microsoft's SWOT analysis: cloud giant's stock faces AI-driven growth and capex challenges
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