Amazon Web Services, Microsoft and NVIDIA have signed agreements to provide the U.S. Defense Department with artificial‑intelligence tools for use on classified networks, the Pentagon announced. The deals, which also include startup Reflection AI, join similar contracts already in place with xAI, OpenAI and Google. Anthropic remains the only major U.S. AI firm without a Pentagon agreement, after a dispute with the administration over safeguards on its Claude chatbot. The rapid expansion of AI in the military has sparked public backlash, as evidenced by a sharp rise in ChatGPT uninstall rates following OpenAI’s own deal. Read more →

The Department of Defense announced Friday that it has finalized classified‑use agreements with OpenAI, Google, Microsoft, Amazon, Nvidia, Elon Musk's xAI and the startup Reflection. The deals will let the Pentagon employ each company’s artificial‑intelligence tools in secure environments as it seeks to become an "AI‑first" fighting force. Anthropic, previously cleared for classified work, was left out after officials labeled its technology a supply‑chain risk and the company refused to relax red‑line restrictions on surveillance and autonomous weapons. Read more →

In a San Francisco federal courtroom, Judge Yvonne Gonzalez Rogers halted a heated exchange on artificial‑intelligence risk during the lawsuit between Elon Musk and OpenAI. The judge reminded Musk's attorney to stay on topic, steering the case back to allegations that OpenAI abandoned its nonprofit roots and became a profit‑driven enterprise. The ruling underscores that the trial will center on corporate governance, not existential threats, as the two tech titans clash over the future of the company behind ChatGPT. Read more →

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 →

Elon Musk took the stand Wednesday in a federal jury trial in California, accusing OpenAI co-founders Sam Altman and Greg Brockman of breaching the nonprofit's charter and enriching themselves at the expense of its mission. The lawsuit, which also names Microsoft and OpenAI as defendants, alleges fraud, unjust enrichment and a illegal shift to a for‑profit structure. Witnesses slated to appear include Microsoft chief Satya Nadella, CTO Kevin Scott and former OpenAI CTO Mira Murati, now heading Thinking Machines Lab. Musk seeks a court order to strip Altman and Brockman of authority and unwind OpenAI’s for‑profit conversion. Read more →

OpenAI announced that Microsoft will remain its primary cloud partner but will no longer hold exclusive rights to the AI firm’s services. The shift allows OpenAI to run workloads on Amazon Web Services and Google Cloud while keeping Azure as the first choice when suitable. Microsoft retains model access through a license lasting until 2032 and will continue receiving a revenue share through 2030, though the exclusivity that once barred OpenAI from other providers has been lifted. Read more →

Jury selection started Monday in the U.S. District Court for the Northern District of California, marking the opening of a four‑week trial that pits Elon Musk against OpenAI CEO Sam Altman. Musk alleges the nonprofit he helped launch was fraudulently converted into a for‑profit entity, seeking $150 billion in damages and the removal of Altman. OpenAI counters that Musk was aware of the transition and left the board voluntarily. The case, overseen by Judge Yvonne Gonzalez Rogers, could reshape the company’s future and its planned IPO. 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 →

Elon Musk and OpenAI CEO Sam Altman are set to appear in a high‑stakes trial that could reshape the future of the artificial‑intelligence nonprofit. Both founders face more than two hours of questioning, alongside a roster of Silicon Valley heavyweights that includes former OpenAI chief technology officer Mira Brockman, Microsoft chief Satya Nadella and Musk associate Shivon Zilis. The case, which pits Musk’s for‑profit AI venture against OpenAI’s nonprofit mission, also highlights growing competition from rivals such as Anthropic and Google. Read more →

The S&P 500’s Shiller CAPE ratio now sits at 38‑40, the highest level in 155 years aside from the March 2000 dot‑com peak. While market concentration and lofty valuations echo 2000, leading AI firms such as Nvidia, Microsoft, and Alphabet generate cash at historic rates. Analysts debate whether the AI rally will end in a bust or prove sustainable, hinging on whether the $660‑$690 billion annual hyperscaler capex delivers returns. The outcome will decide if today’s prices look like a bubble or a justified premium for a profitable new wave of technology. Read more →

In Oakland, a federal jury will soon be chosen to hear Elon Musk's lawsuit accusing OpenAI and its chief Sam Altman of defrauding the billionaire after the AI firm switched from a nonprofit to a for‑profit structure. The case, which could reshape corporate governance in the artificial‑intelligence sector, centers on Musk's claim that he was misled about the use of his $38 million donation. With Microsoft named as a co‑defendant, the trial promises high‑profile testimony and a potential verdict that may affect OpenAI’s future direction. Read more →