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Podcast episode · April 28, 2026

OpenAI and Microsoft End Cloud Exclusivity, Expanding Market Access

OpenAI and Microsoft have ended their cloud exclusivity agreement, allowing OpenAI to deploy its models on various platforms beyond Microsoft Azure. This move is expected to enhance OpenAI's market access significantly. Meanwhile, over 580 Google employees have petitioned CEO Sundar Pichai to block AI use in classified military projects, citing civil liberties concerns. Meta has partnered with Overview Energy to test space-based solar power for data centers, aiming for an orbital demonstration by 2028. Additionally, Google DeepMind is set to establish an AI campus in Seoul, and London-based Ineffable Intelligence has raised $1.1 billion to develop AI that learns independently of human data. Microsoft's stock faces challenges amid AI spending concerns, yet reports a 17% revenue growth year-over-year.

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