Microsoft will no longer be the exclusive provider of new cloud computing capacity to OpenAI — a new twist in their relationship that clears the way for OpenAI to work with Oracle and others on the $500 billion Stargate AI project announced by the companies Tuesday with President Trump at the White House.

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

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OpenAI's $500 billion investment in computing infrastructure changes its relationship with Microsoft. The tech giant will no longer be the ChatGPT maker's exclusive cloud partner for its sophisticated AI advances.

An FTC report raises concerns about AI partnerships among major tech firms. However, the vibrant ecosystem of startups suggests that competition remains robust.

Microsoft won’t be the sole cloud provider for OpenAI but can decide whether to deliver the capacity or allow another company to do it.

The Federal Trade Commission (FTC) said in a staff report issued Friday that there are potential competitive issues in partnerships between Big Tech

Microsoft and OpenAI are loosening the tight bond that connects them. In future, OpenAI will be able to obtain cloud capacities for its AI from elsewhere.

The introduction to the Chinese AI start-up DeepSeek could challenge the cloud gaming industry curated by NVIDIA, Meta, and Mircosoft.

One of the areas that has most benefited from the advent of artificial intelligence (AI) has been cloud computing. As organizations look to customize AI models and applications to fit their needs, they have been increasingly turning to these companies to help them.

Microsoft is set to report fiscal second-quarter earnings after the market closes Wednesday, with analysts largely bullish despite what Morgan Stanley called a growing “wall of worry."