The new agreement “includes changes to the exclusivity on new capacity, moving to a model where Microsoft has a right of first refusal (ROFR),” Microsoft says. “To further support OpenAI, Microsoft has approved OpenAI’s ability to build additional capacity, primarily for research and training of models.”

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

OpenAI CEO Sam Altman is set to appear at the White House Tuesday afternoon alongside President Donald Trump and other tech CEOs to announce a massive private sector investment in artificial intelligence infrastructure in the United States,

OpenAI, Oracle, and SoftBank will create a venture named Stargate, with President Trump calling it "the largest AI infrastructure project in history."

On C3.ai's recent earnings call, CEO Tom Siebel referred to this agreement as "the most significant event of the quarter and perhaps the most significant event in the company's history." Siebel believes this will shorten the company's sales cycles and be a huge catalyst for the business moving forward.

OpenAI has announced that it's teaming up with Softbank and Oracle on $100 billion data center project in the U.S.

In a blog post Thursday, Microsoft said it’s increasing the price of its Microsoft 365 bundle for consumers by $3 a month.

French AI firm Mistral’s CEO said he sees AI broadly moving away from models toward “systems” that integrate models and contextual business data in 2025.

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Satya Nadella, chairman and CEO of Microsoft, is establishing a new engineering division to focus on building AI applications and agents for both Microsoft and its customers. The new division is called ‘CoreAI – Platform and Tools’ and will be led by former Meta engineering chief Jay Parikh with input from leaders of multiple Microsoft teams including Mustafa Suleyman on Copilot AI initiatives;

Microsoft India and South Asia president Puneet Chandok said that the company has already trained 2,400,000 Indians since 2024.

Financial writer highlights Microsoft Corporation's growth under Satya Nadella, with strong AI services and projected $870 target by 2030. Click for my MSFT update.