Microsoft announced on Monday that its long‑standing deal with OpenAI has been rewritten to let the AI startup sell its models on any cloud provider, including Amazon Web Services. The amendment extends Microsoft’s revenue‑share rights through 2032, removes an artificial‑general‑intelligence clause, and keeps Azure as OpenAI’s primary partner while opening the door for rivals to host the latest models. The shift follows months of tension over exclusivity and revenue terms, and it reshapes the financial and strategic stakes for both companies. Read more →

The Wall Street Journal reported that OpenAI fell short of internal revenue and user‑growth goals, including a target of one billion weekly ChatGPT users by the end of 2025. The company dismissed the story as "clickbait" and said its business is "firing on all cylinders," but investors reacted sharply. Shares of Oracle, CoreWeave, SoftBank and several chip makers dropped between 5% and 10% as the market reassessed the massive compute spending commitments tied to OpenAI's projected revenue growth. Read more →

GitHub announced that its AI‑assisted coding tool, Copilot, will move to a usage‑based pricing model on June 1. The change follows a surge in token consumption driven by new agentic AI assistants and a pause on new plan sign‑ups. Users can preview potential charges with a new “preview bill” feature before the transition. GitHub says the shift aims to align costs with actual usage and preserve a reliable experience for all subscribers. Read more →

DeepSeek announced a 75% promotional discount on its new V4‑Pro model and reduced cache‑hit charges across its entire API to 10% of previous rates. The price cut, effective immediately and running through May 5, 2026, makes the model cheaper than OpenAI, Anthropic and Google offerings even at full price. The move intensifies a pricing battle amid U.S. accusations that Chinese firms are distilling American AI models at scale, positioning DeepSeek as a low‑cost alternative for developers and enterprises. Read more →

Microsoft and OpenAI announced a renegotiated partnership that replaces the exclusive license Microsoft held on OpenAI's models with a non‑exclusive arrangement lasting until 2032. The deal clears a legal snag created by Amazon's up‑to‑$50 billion investment, which had granted AWS exclusive rights to certain OpenAI technologies. Azure remains OpenAI's primary cloud, but the maker can now run its products on any provider. The revised terms also reshape revenue‑share flows and preserve Microsoft’s sizable equity stake, while giving enterprises more cloud‑choice flexibility. Read more →

Microsoft announced Monday that its exclusive right to sell OpenAI’s artificial‑intelligence models on Azure will end. The tech giant will retain a non‑exclusive licence to OpenAI’s intellectual property through 2032, remain the primary cloud partner and hold onto its 27% equity stake. OpenAI will continue paying a capped revenue share to Microsoft through 2030, while Microsoft will no longer pay a share on products it resells. Shares of Microsoft fell about 3% after the news, while rivals Amazon and Alphabet logged modest gains. Read more →

OpenAI announced a revision to its multiyear partnership with Microsoft that removes the tech giant's exclusive rights to the startup's latest AI models. The amendment lets OpenAI sell its services through any cloud platform while keeping Azure as the primary launch venue. Microsoft will retain a non‑exclusive license to the models through 2032 and continue receiving revenue‑share payments from OpenAI until 2030, though the share will now be capped. Both companies said the change adds flexibility and broadens AI access. Read more →

Microsoft announced major revisions to its long‑standing partnership with OpenAI, dropping the contract’s artificial general intelligence (AGI) clause and allowing OpenAI to sell its products on any cloud platform. While Azure remains the primary cloud for OpenAI services, the new terms cap revenue‑sharing payments through 2030 and make them subject to a total limit, ending independent of any AGI milestone. The changes also make Microsoft’s license to OpenAI’s models non‑exclusive through 2032, opening the door for competitors to join the mix as OpenAI eyes an IPO and a tighter focus on enterprise customers. Read more →

Meta has agreed to power its expanding artificial‑intelligence services with millions of Amazon Web Services (AWS) Graviton processors, the company announced Friday. The ARM‑based CPUs, designed for AI inference tasks, will replace the cloud provider’s previous reliance on competitors such as Google Cloud. The move underscores a broader industry shift toward specialized CPUs for real‑time reasoning, code generation and other agentic workloads, and highlights AWS’s growing portfolio of custom chips, including its Trainium GPU for training and inference. Read more →