OpenAI and Microsoft have amended their partnership agreement, ending Microsoft's exclusive hold on OpenAI's cloud and model distribution. Going forward, OpenAI can offer its models through any cloud provider, not just Microsoft's Azure. Azure will remain the primary cloud partner through 2032, but only on a non-exclusive basis and contingent on Microsoft continuing to meet its obligations. The financial terms shift too. OpenAI will keep paying Microsoft a 20 percent revenue share, but that payment is now capped at an undisclosed ceiling and guaranteed only through 2030, down from the open-ended prior arrangement. Crucially, the revenue share is no longer tied to OpenAI's technological progress, removing what was known as the AGI clause, a provision that would have voided exclusivity if OpenAI reached artificial general intelligence, a loosely defined threshold for human-level AI capability. For Microsoft, the deal preserves its IP license and preferred cloud status through 2032, but gives up pricing leverage and exclusivity. For OpenAI, the new terms mean more freedom to pursue deals with Google Cloud, Amazon Web Services, or others, a significant shift as the company pushes toward a commercial IPO structure. Watch for cloud rivals to move quickly on OpenAI partnership talks.
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.
