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Trump's "Gateway to the Stars" plan triggers a shift in the AI landscape, and changes in the relationship between Microsoft and OpenAI?
① In the Stargate AI project, OpenAI, SoftBank, and Oracle jointly invested, while Microsoft, NVIDIA, and Arm are only technical partners; ② On Tuesday, Microsoft announced a modification to its exclusive computing power supply agreement with OpenAI, further fueling market speculation; ③ Insiders revealed that after upheaval in OpenAI's upper management, Microsoft was unwilling to invest large sums and that relinquishing exclusive rights was actually beneficial.
New Buy Rating for Microsoft (MSFT), the Technology Giant
What Software Stocks Like Microsoft Need to Reclaim Record Highs -- Barrons.com
OpenAI's Stargate Deal Heralds Shift Away From Microsoft -- WSJ
Express News | RPT- OpenAI, SoftBank Each Commit $19 Billion to Stargate Data Center Venture- the Information
Microsoft's Head of Venture Has Resigned