By Catie Hogan, The Motley Fool
Publication Date: 2026-06-07 19:31:00
The marriage between Microsoft (NASDAQ: MSFT) 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.
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.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a “Double Down” signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same “Total Conviction” signal is flashing for a company 1/100th the size of Nvidia. Continue »
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…
