Microsoft’s absence from OpenAI’s Stargate announcement follows months of tension between the companies and signals a new era in which the longtime partners will be less reliant on each other. At a White House press conference,

The Stargate project, a landmark US$500 billion joint venture announced by US President Donald Trump in early 2025, has exposed growing tensions between OpenAI and Microsoft. While initially co-developed by the two companies,

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.

Microsoft is poised for growth with OpenAI and Project Stargate. Find out why MSFT stock is a strong pick while rivals like Intel risk obsolescence.

On Tuesday, OpenAI, SoftBank, Oracle, and MGX announced plans to form Stargate, a new company that will invest $500 billion in AI computing infrastructure across the United States over four years. The announcement came during a White House meeting with President Donald Trump, who called it the "largest AI infrastructure project in history."

Stargate, the joint venture by OpenAI, SoftBank and Oracle to develop data centers for artificial intelligence in the U.S., will exclusively serve ChatGPT maker OpenAI, the Financial Times reported on Thursday.