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Will Microsoft’s (MSFT) Capped OpenAI Deal and New AI Alliances Change Its Platform Power Narrative?
In recent days, Microsoft appointed former EY global chairman and CEO Carmine Di Sibio to its board and saw its overhauled OpenAI partnership formalized with a reported US$38 billion cap on revenue-sharing payments, while continuing to broaden AI collaborations and infrastructure investments. These moves highlight Microsoft’s effort to balance a large, but now capped, economic exposure to OpenAI with a wider, more independent AI ecosystem spanning new startup partnerships and internal...
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