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OpenAI Restructures Microsoft Partnership, Ends Azure Exclusivity and Revenue Share

OpenAI and Microsoft announced a revamped deal allowing OpenAI to commercialize models across multiple clouds like AWS, ending Microsoft's exclusive first access and revenue-sharing obligations. Microsoft retains preferred partner status and IP license. This clears path for OpenAI IPO while expanding compute options.

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reuters.com 11x · 17/20
cnbc.com 7x · 8/20
globenewswire.com 5x · 8/20
prnewswire.com 4x · 8/20
techcrunch.com 3x · 14/20

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Market Pulse

AI Pulse
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AI chip stocks mixed pre-earnings; AVGO touted for explosive growth while NVDA dips on caution, AMD eyes CPU demand shift

AVGO +1.5%
Broadcom chips
NVDA -1.2%
NVIDIA chips
AMD +0.9%
Advanced Micro Devices chips

Recurring Movers

NVDA 9 hits · -1.5%
AMD 6 hits · -3.0%
MSFT 6 hits · +0.8%
AVGO 3 hits · -4.0%