You might be familiar with this image.
This is the web of deals that has created “AI Supply Chain Liquidity,” or what enables the AI Industry to operate at this scale.
And two critical nodes of it are OpenAI and Microsoft. For this reason, reviewing how the partnership evolves is vital for the overall AI industry.
I’ve been reporting on it for the last three years.
After nine months of high-stakes brinkmanship, the AI industry’s most critical partnership has been restructured—revealing a fundamental shift in how tech giants will compete in the age of transformative AI.
Today, Microsoft and OpenAI announced a definitive agreement that fundamentally restructures their partnership, ending months of uncertainty that had Wall Street questioning whether the tech giant’s entire AI strategy would survive.
The deal defuses what insiders call the “doomsday clause”—a contractual provision that could have severed Microsoft’s access to the technology powering its entire future.
