Microsoft will no longer be the exclusive provider of new cloud computing capacity to OpenAI — a new twist in their relationship that clears the way for OpenAI to work with Oracle and others on the $500 billion Stargate AI project announced by the companies Tuesday with President Trump at the White House.

The software giant was previously the exclusive cloud provider for OpenAI and now retains right of first refusal.

ChatGPT maker OpenAI will use other cloud infrastructure providers, but Microsoft retains right of first refusal.

FY25 revenues of $65.6 billion, up 16% YOY, fueled by strong performance across key segments and strategic investments in artificial intelligence.

If you've read about the Microsoft-OpenAI relationship over the past few years, you'd know that apart from its financial investments, Microsoft was also the exclusive cloud infra provider to OpenAI. While the former is still there,

Microsoft has revised its agreement with OpenAI, allowing the AI company to partner with other cloud service providers (CSPs). However, Microsoft retains the Right of First Refusal (ROFR), giving it a priority to match any competing offers before OpenAI commits to other providers.