Microsoft and OpenAI have ended their exclusive partnership and revenue-sharing agreement, marking a significant shift in one of the most closely watched deals in the AI industry. The two companies had been bound by an arrangement that gave Microsoft privileged access to OpenAI's models and tied a portion of revenues between them, but that structure is now being dissolved. The partnership, struck when Microsoft made a multi-billion dollar investment in OpenAI, gave Microsoft exclusive cloud rights through Azure and shaped how OpenAI commercialized its technology. Ending exclusivity means OpenAI can now work directly with other cloud providers and enterprise customers without routing those deals through Microsoft. For OpenAI, the change opens the door to broader distribution and new revenue streams. For Microsoft, it reduces a guaranteed claim on OpenAI's commercial upside, though the companies say they will continue to collaborate. The precise terms of what remains, and what does not, have not been fully disclosed. Watch for OpenAI to announce new cloud or distribution partnerships soon, and for analysts to reassess Microsoft's AI investment returns now that the preferential commercial structure is gone.
Apple has raised MacBook and iPad prices in India by 20% to 42%, citing a sharp surge in memory chip costs driven by AI data centre demand. Micron, the leading memory supplier, reported 86% gross margins, confirming that supply pressures have fundamentally shifted component pricing across the consumer electronics
India's central government will take a 1-2% stake in AI unicorn Sarvam once its $300 million funding round closes, converting compute subsidies provided under the IndiaAI Mission into equity. The move sets a precedent for how the government accounts for public support given to homegrown AI startups.
Apple announced iOS 27 at WWDC 2026, featuring a redesigned Siri as a standalone app with chat history, apps launching up to 30 percent faster, and a refined Liquid Glass interface. A developer preview is live now, with public release expected around September 2026.
Apple's WWDC 2026 keynote unveiled a fully redesigned Siri and confirmed iOS 27 alongside updates for iPadOS, visionOS, watchOS, and macOS. The Siri overhaul is the most strategically significant move, targeting a competitive gap with Google and Microsoft in AI assistants.
