Tensions Rise in OpenAI and Microsoft (MSFT) Partnership Over AI Control

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Jun 17, 2025
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Recent reports indicate growing tensions between OpenAI and its partner Microsoft (MSFT, Financial). OpenAI is pushing for Microsoft to loosen its grip on AI product control and computing resources. This change aims to allow OpenAI to transform into a for-profit company, eventually raising more funds and potentially going public. The discussions between the two entities have been challenging, with OpenAI contemplating whether to accuse Microsoft of anti-competitive behavior during their collaboration. They are considering seeking federal oversight to review contract terms for potential antitrust violations.

Despite the friction, a joint statement from OpenAI and Microsoft highlights their long-term, productive partnership, which continues to provide exceptional AI tools for users. Talks are ongoing, and both parties express optimism about future collaborations.

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I/We may personally own shares in some of the companies mentioned above. However, those positions are not material to either the company or to my/our portfolios.