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OpenAI Weighs Antitrust Action Against Microsoft Amid Tensions Over AI Partnership

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Executives at OpenAI have internally discussed whether to accuse Microsoft of anticompetitive behavior, potentially seeking a federal regulatory review of their contractual relationship, according to a report from the Wall Street Journal.

Microsoft, a major backer of OpenAI since 2019 with an investment exceeding $10 billion over time, has been a core infrastructure partner via its Azure cloud services. However, tensions between the companies appear to be growing as they negotiate the terms of OpenAI’s ongoing transition into a public-benefit corporation — a step that requires Microsoft’s approval.

Disputes and Strategic Divergences:

  • Talks between the two sides have dragged on for months without a final agreement on Microsoft’s future equity stake in OpenAI.

  • According to The Information, OpenAI is pushing for Microsoft to accept a 33% stake in a restructured subsidiary in exchange for giving up rights to future profits.

  • OpenAI also seeks to revise clauses that currently give Microsoft exclusive hosting rights for its models, potentially opening the door for other cloud providers like Google Cloud, which OpenAI has already begun engaging to expand its compute capacity.

Microsoft, reportedly unwilling to concede to OpenAI’s proposed restructuring, is said to be seeking further concessions. Still, both companies issued a joint statement to Reuters expressing optimism:

“Talks are ongoing and we are optimistic we will continue to build together for years to come.”

Possible Antitrust Implications:

Should OpenAI move forward with an antitrust complaint or regulatory appeal, it could dramatically reshape one of the most influential alliances in the artificial intelligence landscape. Microsoft’s deep integration with OpenAI — spanning cloud infrastructure, product embedding (like Copilot in Office), and funding — could come under increased regulatory scrutiny, especially in the U.S. and EU, where antitrust enforcement in tech has intensified.

This development highlights OpenAI’s increasing desire to diversify partnerships and assert strategic independence, even from its most powerful corporate backer.

OpenAI Awarded $200 Million U.S. Defense Contract for AI Development

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OpenAI, the creator of ChatGPT, has secured a $200 million contract to develop advanced artificial intelligence tools for the U.S. Department of Defense, the Pentagon announced on Monday.

The contract involves creating prototype frontier AI capabilities aimed at tackling critical national security challenges across both warfighting and enterprise domains. The work will mainly take place in and around Washington, with an expected completion date set for July 2026.

OpenAI recently reported a surge in its annualized revenue run rate to $10 billion as of June, fueled by widespread AI adoption. Earlier this year, in March, OpenAI revealed plans to raise up to $40 billion in a funding round led by SoftBank Group, valuing the company at around $300 billion. The firm also reported having 500 million weekly active users by the end of March.

Separately, the White House’s Office of Management and Budget issued new guidance in April encouraging federal agencies to foster a competitive American AI marketplace, while exempting national security and defense systems from some regulations.

OpenAI to Continue Collaboration with Scale AI Despite Meta’s Major Stake Purchase

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OpenAI confirmed it will maintain its partnership with Scale AI after Meta agreed to acquire a 49% stake in the AI data-labeling startup for $14.8 billion, OpenAI CFO Sarah Friar said at the VivaTech conference in Paris.

Scale AI is vital for providing the vast volumes of labeled training data essential for advanced AI tools like OpenAI’s ChatGPT. Despite Meta’s significant investment, OpenAI emphasized it intends to keep working with multiple data vendors rather than exclusively relying on Scale.

Friar highlighted the importance of keeping the AI ecosystem open, cautioning against moves that could slow innovation by locking out competitors. “We don’t want to ice the ecosystem because acquisitions are going to happen,” she said.

Meta’s stake comes as OpenAI’s ChatGPT competes directly with Meta’s Llama AI models. Scale AI’s CEO Alexandr Wang will now lead Meta’s new superintelligence unit, underscoring the startup’s growing influence in the AI space.

Friar also noted the increasing complexity of AI models requires input from a diverse network of human trainers with deep expertise—from academics to scientists—reflecting the growing sophistication in AI development.