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 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 OpenAI exclusive cloud provider status to $500 billion Stargate project — as the ChatGPT maker races to hoist the AGI flag first
OpenAI's $500 billion investment in computing infrastructure changes its relationship with Microsoft. The tech giant will no longer be the ChatGPT maker's exclusive cloud partner for its sophisticated AI advances.
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.
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Is cloud-based AI becoming a monopoly?
An FTC report raises concerns about AI partnerships among major tech firms. However, the vibrant ecosystem of startups suggests that competition remains robust.
3 Potential AI Stock Winners From the $500 Billion Stargate Project
Stargate appears to be another huge AI data center project on the horizon. Nvidia and TSMC will both benefit from the number of AI chips needed for this venture. The project, meanwhile, will help Oracle become a much bigger player in cloud computing.
Microsoft Has A Unique Consumer AI Opportunity, With Or Without OpenAI
Microsoft gains $4.5 billion of annual revenue for every $1 increase in monthly fees from Microsoft 365/Office users. Read why MSFT stock is a Buy.
OpenAI chief Altman says DeepSeek's R1 model 'impressive'
OpenAI CEO Sam Altman called Chinese startup DeepSeek's R1 AI model "impressive" on Monday, but emphasized that OpenAI believes greater computing power was key to their own success.
Microsoft's AI Revenue Set To Surpass $10 Billion: Piper Sandler Maintains Overweight Rating
Microsoft Corporation's cloud computing platform, Azure's workloads could push its artificial intelligence revenue to $10 billion.
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Microsoft’s exclusive cloud deal with OpenAI is coming to an end
It also means that OpenAI’s API will be exclusive to Microsoft’s Azure cloud computing platform. Following around $14 billion investment into the AI company, Microsoft confirmed it remains "a ...
OpenAI may now also use cloud providers other than Microsoft
Microsoft and OpenAI are loosening the tight bond that connects them. In future, OpenAI will be able to obtain cloud capacities for its AI from elsewhere.
DeepSeek sets stage for frenetic tech earnings season
The sudden emergence of China’s DeepSeek roiled the tech market just ahead of earnings season, when industry giants will update investors on their AI spending.