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.

The software giant was previously the exclusive cloud provider for OpenAI and now retains right of first refusal.

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 won’t be the sole cloud provider for OpenAI but can decide whether to deliver the capacity or allow another company to do it.

An FTC report raises concerns about AI partnerships among major tech firms. However, the vibrant ecosystem of startups suggests that competition remains robust.

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.

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 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.

Microsoft Corporation's cloud computing platform, Azure's workloads could push its artificial intelligence revenue to $10 billion.

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.

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.

One of the areas that has most benefited from the advent of artificial intelligence (AI) has been cloud computing. As organizations look to customize AI models and applications to fit their needs, they have been increasingly turning to these companies to help them.