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 →

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 →

At Cloud Next 2026, Google announced a sweeping rebrand of its AI offerings, merging Vertex AI, Agentspace and new services into the Gemini Enterprise Agent Platform. The rollout includes Workspace Studio, a no‑code builder for AI agents across Gmail, Docs and other Google apps, a Model Garden with more than 200 models, and the production‑grade Agent2Agent protocol now in use at 150 enterprises. CEO Thomas Kurian framed the move as owning the entire stack—from custom TPU silicon to the inbox—positioning Google against rivals that, he said, “hand you the pieces, not the platform.” Read more →