stargate compute

Microsoft and OpenAI have executed a far‑reaching definitive agreement that recasts their decade‑long alliance: OpenAI’s commercial arm is being recapitalized as a Public Benefit Corporation (PBC), Microsoft will hold roughly a 27% stake valued by the companies at about $135 billion, major IP...

Microsoft’s decision to loosen its exclusive hold on OpenAI’s cloud compute — replacing outright exclusivity with a “right of first refusal” while preserving deep commercial ties — marks a strategic recalibration that both acknowledges the physics of modern AI and preserves Microsoft’s most...