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Might really increase the utility of those GCP credits.
Earlier quoted context omitted.
It also restricted Microsoft from "partnering" with anyone else. Wouldn't be surprised if we see another news like Amazon, Alphabet investing in Anthropic.
I don't think Microsoft ever had that restriction. They partnered with everyone already. https://blogs.microsoft.com/blog/2025/11/18/microsoft-nvidia... https://azure.microsoft.com/en-us/blog/deepseek-r1-is-now-av... https://ai.azure.com/
AFAICT they are just hedging their bets left and right still. Also feels like they are winning in the sense that despite pretty much all those products being roughly equivalent... they are still running on their cloud, Azure. So even though they seem unable to capture IP anymore, they are still managing to get paid for managing the infrastructure.
Earlier quoted context omitted.
It also restricted Microsoft from "partnering" with anyone else. Wouldn't be surprised if we see another news like Amazon, Alphabet investing in Anthropic.
I don't think Microsoft ever had that restriction. They partnered with everyone already. https://blogs.microsoft.com/blog/2025/11/18/microsoft-nvidia... https://azure.microsoft.com/en-us/blog/deepseek-r1-is-now-av... https://ai.azure.com/
Why is this being made public?
I imagine the thinking was that it’s better to just post it clearly than to have rumors and leaks and speculations that could hurt both companies (“should I risk using GCP for OpenAI models when it’s obviously against the MS / OpenAI agreement?”).
The original "AGI" agreement was always a bit suspect and open to wild interpretations. I think this is good for OpenAI. They're no longer stuck with just Microsoft. It was an advantage that Anthropic can work with anyone they like but OpenAI couldn't.
It also restricted Microsoft from "partnering" with anyone else. Wouldn't be surprised if we see another news like Amazon, Alphabet investing in Anthropic.
This agreement feels so friendly towards OpenAI that it's not obvious to me why Microsoft accepted this. I guess Microsoft just realized that the previous agreement was kneecapping OpenAI so much that the investment was at risk, especially with serious competition now coming from Anthropic?
I feel this looks like a nice thing to have given they remain the primary cloud provider. If Azure improves it's overall quality then I don't see why this ends up as a money printing press as long as OpenAI brings good models?
Interesting side effect of this is that Google Cloud may now be the only hype scaler that can resell all 3 of the labs models? Maybe I'm misinterpreting this, but that would be a notable development, and I don't see why Google would allow Gemini to be resold through any of the other cloud providers. Might really increase the utility of those GCP credits.