← May 8, 2026 briefing
Microsoft-OpenAI Partnership Redrawn as AI Race Shifts
Tech

Microsoft-OpenAI Partnership Redrawn as AI Race Shifts

OpenAI and Microsoft have restructured the terms of their landmark partnership, with OpenAI capping the revenue share payments it owes Microsoft and gaining new freedoms to deploy independently — a move the New York Times described as the two companies loosening their ties. Newly surfaced emails from a Musk v. Altman lawsuit also reveal that Microsoft executives were privately skeptical of OpenAI as far back as 2018, but feared pushing it toward Amazon. The restructured deal signals OpenAI is pivoting from model-builder to full-stack enterprise platform.

MarketOpenAI IPO by...?
Will OpenAI IPO by December 31 2026?28% chance
Sources

More from today's briefing

US and Iran Exchange Fire at Strait of Hormuz
World

US and Iran Exchange Fire at Strait of Hormuz

US Court Strikes Down Trump's 10% Global Tariffs
Economy

US Court Strikes Down Trump's 10% Global Tariffs

UK Local Elections Deliver Early Losses for Labour
Politics

UK Local Elections Deliver Early Losses for Labour

Australian Women Charged With IS Crimes Against Humanity
World

Australian Women Charged With IS Crimes Against Humanity