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.

Microsoft reported that its flagship cloud computing business experienced a slowdown in growth amid constraints on data center supply.

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

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.

It also means that OpenAI’s API will be exclusive to Microsoft’s Azure cloud computing platform. Following around $14 billion investment into the AI company, Microsoft confirmed it remains "a ...

Microsoft confirmed it will bring the DeepSeek R1 model to Azure cloud and GitHub in a move that it hopes will lessen its reliance on OpenAI's models.

DeepSeek: AI chipmaker and Wall Street superstar Nvidia shed $590 billion in market capitalisation on Monday, suffering the single greatest one-day value wipeout of any firm in history.

Cloud providers report a significant increase in demand for Nvidia H200 chips as DeepSeek's AI models gain traction.

The tech giant’s revenue was up 12 percent to $69.6 billion, but investors are showing their nerves after a long boom for tech stocks.

Microsoft said its cloud-computing business will continue to grow slowly in the current quarter as the company struggles to build enough data centers to handle demand for its artificial intelligence products.

Investors grow concerned that AI expenses and a looming price war in cloud services could blow up its profits.

The OpenAI logo at the company’s 2023 developer conference. (GeekWire File Photo / Todd Bishop) Microsoft will no longer be the exclusive provider of new cloud computing capacity to OpenAI — a ...