Overview

• Executives are weighing a regulatory filing and public campaign to challenge alleged anticompetitive terms in their partnership with Microsoft.
• Completion of OpenAI’s public-benefit conversion hinges on securing Microsoft’s approval after months of unresolved contract talks.
• The firms have reopened talks on Microsoft’s original $1 billion 2019 investment, including the size of its ongoing equity stake in OpenAI.
• OpenAI plans to onboard Google Cloud to meet rising compute demands and lessen dependence on Microsoft Azure.
• Microsoft has sought greater AI independence by integrating its own and third-party models into Microsoft 365 Copilot and relinquishing its board observer seat at OpenAI last year.