We explain what Microsoft CEO Satya Nadella really meant with his CNBC zinger about Microsoft’s capital investments, and consider how Elon Musk’s involvement in the new administration could play out in the tech industry.

Salesforce CEO Marc Benioff said that the two AI leaders, Sam Altman and Mustafa Suleyman do not care for each other.

The new agreement “includes changes to the exclusivity on new capacity, moving to a model where Microsoft has a right of first refusal (ROFR),” Microsoft says. “To further support OpenAI, Microsoft has approved OpenAI’s ability to build additional capacity, primarily for research and training of models.”

Microsoft on Tuesday said it has changed some key terms of a deal with OpenAI after the ChatGPT creator announced a joint venture with Oracle and Japan's SoftBank Group to build up to $500 billion of new AI data centers in the United States.

Microsoft is OpenAI's largest investor, with a 49% stake, translating to $14 billion. As part of its complicated partnership with the ChatGPT maker, Microsoft was once the exclusive cloud computing partner for OpenAI. However, OpenAI's $500 billion investment in computing infrastructure changes its relationship with Microsoft.

We are thrilled to continue our strategic partnership with OpenAI and to partner on Stargate. Today’s announcement is complementary to what our two companies have been working on together since 2019.

WIth one foot out the White House door, the Biden administration issued 2 documents Musk is now using in his battle to break up OpenAI and Microsoft.

Recent reports have revealed that the administration of former US President Joe Biden has left a parting gift for Tesla CEO Elon Musk and that significant parting gift is now being used by Tesla CEO Elon Musk to actually break up Microsoft and Open AI.

Earlier this week, he unveiled perhaps the most ambitious infrastructure project in history—and all but dedicated it to Sam Altman.

New Surface devices are on the way and the mystery of an Xbox controller listing has been solved. We also saw OpenAI accused of cheating on benchmark tests recently.

Elon Musk's criticism of President Trump's $500 billion Stargate AI initiative has sparked outrage among White House aides.