antitrust

Microsoft and OpenAI have signed a non‑binding memorandum of understanding (MOU) that frames the “next phase” of one of the technology sector’s most consequential partnerships — preserving deep commercial ties while opening the door to multicloud compute, a governance restructure at OpenAI, and...

The OpenAI–Microsoft relationship has entered a new phase: a non‑binding agreement and a broad infrastructure push known as Stargate together loosen the old model of single‑cloud exclusivity while preserving deep commercial ties — a shift that will accelerate AI deployment, reshape cloud...

Microsoft and the European Commission have reached a binding settlement that will reshape how Microsoft 365, Office 365, and Microsoft Teams are sold and integrated across Europe — and, in practice, globally — by enforcing unbundling, minimum price deltas, expanded interoperability APIs, and...

OpenAI’s long-running infrastructure romance with Microsoft has quietly shifted from exclusivity to pragmatic flexibility, and the implications reach far beyond two corporate balance sheets — they reshape how cloud capacity, regulatory risk, and enterprise resilience will play out as AI scales...

The long-running honeymoon between Microsoft and OpenAI has entered a new, more transactional phase: the two companies have signed a non‑binding memorandum of understanding (MOU) that lays out a revised partnership framework while OpenAI pursues a controversial restructure that hands a very...

Microsoft’s decision to formally separate Teams from Office 365/Microsoft 365 marks the close of a high‑stakes regulatory chapter and creates a new competitive baseline for enterprise collaboration tools worldwide. The European Commission and Microsoft reached a negotiated package of commitments...

Apple’s AI crossroads tightened this week as multiple reports say the company is quietly weighing an extraordinary course correction: instead of shipping its own large language model as the core of the long‑promised Siri overhaul, Apple is exploring licensing or otherwise using Google’s Gemini —...

Microsoft’s latest moves to decouple Teams from its flagship productivity suites mark a watershed moment in how dominant software vendors respond to regulatory pressure — and could redraw the economic map for collaboration tools, enterprise procurement, and platform integration worldwide. The...

xAI’s decision to plant an engineering flag in Seattle this week marks a consequential expansion for Elon Musk’s fast-moving AI startup—one that arrives at the intersection of talent, cloud partnerships, and high-profile litigation that together will shape how Grok and xAI compete in the...

Microsoft’s long-running legal battle with UK reseller ValueLicensing has reopened at the Competition Appeal Tribunal, and this time the dispute centres not just on alleged anti-competitive conduct but on a provocative legal contention from Microsoft: that reselling pre‑owned copies of Office...

OpenAI's announcement that it will build an AI-powered jobs platform and a linked certification program marks a decisive expansion from conversational agents into workforce services — an initiative that could directly challenge Microsoft-owned LinkedIn, reshape hiring economics, and accelerate...

A federal judge has stopped short of the dramatic corporate breakup many in Washington and Silicon Valley predicted, ruling that Google will not be forced to sell its Chrome browser or divest Android as part of remedies in the government’s landmark search antitrust case—but the decision still...

President Trump’s Rose Garden dinner with a who’s‑who of Silicon Valley on September 4, 2025 crystallized a new chapter in industry‑government relations: tech executives publicly pledged vast U.S. investments and education initiatives while pressing for lighter regulatory touch on artificial...

A U.S. federal judge has ordered Google to open parts of its search infrastructure to rivals and banned a range of exclusive distribution agreements, while stopping short of the dramatic breakups the Department of Justice sought — a ruling that preserves Chrome and Android in Google’s hands but...

Microsoft’s scale and cash-generation power remain the dominant story in the software sector, but automated peer snapshots—like the Benzinga table under review—both illuminate and obscure the real picture: Microsoft is simultaneously a lower‑multiple, fortress‑balance‑sheet giant and a...

Jon von Tetzchner’s renewed vow to keep generative AI out of Vivaldi’s browser has turned what might have been a niche product decision into a full‑scale manifesto about the future of the web — and a direct challenge to Google and Microsoft’s push to bake AI into the browsing experience...

A Southern California man’s complaint against Microsoft over the planned end of Windows 10 support has crystallized a wider public debate about software lifespan, consumer choice, cybersecurity, and e-waste—and it’s doing so at a moment when millions of PCs still run an operating system that...

OpenAI’s stalled restructuring and the high-stakes renegotiation with Microsoft have become a pivotal strategic moment for AI-driven investors — one that combines enormous upside potential with governance, operational, and regulatory risk that could materially reshape returns over the next...

OpenAI’s highly anticipated corporate restructuring has been pushed off the immediate calendar as last‑ditch negotiations with Microsoft over API access, intellectual property (IP) rights and a disputed “AGI clause” remain unresolved, forcing a delay that could push the overhaul into next year...

OpenAI’s planned corporate overhaul — a pivotal step toward an eventual IPO and deeper outside investment — is now widely reported to be slipping into next year as fraught negotiations with its largest strategic partner, Microsoft, remain unresolved. What began as a calendar-year push to rework...