By Catie Hogan
Publication Date: 2026-06-07 19:11:00
The marriage between Microsoft (MSFT 2.55%) and OpenAI started strong, but has since cracked, and the two may end up parting ways completely. If the relationship dissolves entirely, this may actually be good news for Microsoft’s investors.
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OpenAI’s multi-billion-dollar infrastructure agreement with Amazon potentially violated an exclusivity clause with Microsoft. What were once negative feelings behind closed doors have now been reported in the mainstream media, a clear escalation in tensions.
This spring, Microsoft and OpenAI decided to end their exclusivity agreement and the AGI clause. It’s been reported that Microsoft may take legal action over the Amazon deal, but it needs to weigh the cost in terms of both time and money.
In the interim, Microsoft has made considerable efforts to…