Listen to this episode of the GeekWire Podcast.

Microsoft made $30 billion in revenue from OpenAI, but spent $100 billion in cost to get there.

Microsoft and OpenAI have dismantled their exclusive partnership, ending revenue sharing and freeing OpenAI to sell its AI models on AWS and Google Cloud in a sweeping deal that reshapes the entire artificial intelligence industry.

Wedbush raises Microsoft (MSFT) to $575 after OpenAI deal restructure caps payments at $38B and accelerates $6B cash flow, citing Azure growth potential.

After months of rancor, the two companies finally worked out a deal that gives OpenAI more independence and Microsoft first shot at the AI firm's newest advances. But one company came out ahead.

Microsoft ( MSFT) and OpenAI ( OPENAI) have reportedly renegotiated the details around their revenue-sharing plan, which saves the Sam Altman-led startup up to $97B in projected payments but also allows Microsoft to be paid sooner.

OpenAI has won major concessions from its largest shareholder, Microsoft, that will allow it to sell products on AWS, while Microsoft get more cash in a revenue-share agreement.

By Deepa Seetharaman, Milana Vinn and Kenrick Cai SAN FRANCISCO / NEW YORK, May 13 (Reuters) - Microsoft is shopping for artificial-intelligence startups as the software company prepares for a future independent of its once-vital partner OpenAI,

Leaders at the tech giant were skeptical of OpenAI—but wary of pushing it into the arms of Amazon, according to evidence revealed during the Musk v. Altman trial.

Lawyers for Elon Musk, OpenAI and Microsoft delivered closing statements Thursday in their courtroom battle, setting the stage for jury deliberations next week. A lawyer for Musk argued that it was OpenAI’s 2023 deal with Microsoft that violated OpenAI’s charitable mission,

We began building our position in MSFT in February following a meaningful share price decline after the company reported its fiscal Q2 2026 results,” Ackman explained. “We