Overview

• OpenAI is weighing a competition lawsuit against Microsoft over exclusive access to its AI technology and contested rights to data from the Windsurf acquisition.
• Negotiations over converting OpenAI’s operating arm into a Delaware Public Benefit Corporation have stalled amid investor disputes over equity caps and governance.
• SoftBank has been named the premium partner for OpenAI’s $500 billion Project Stargate and the company is exploring additional cloud capacity from Google.
• The US Department of Defense awarded OpenAI a $200 million contract to develop AI prototypes addressing critical national security challenges.
• The Federal Trade Commission continues to scrutinize Microsoft’s AI operations, adding regulatory pressure to the deepening conflict.