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,

Such announcements aren’t without political risks, as OpenAI learned when Trump adviser Elon Musk criticized the deal on the social network he owns.

OpenAI is putting its focus on AI infrastructure with Stargate at a time when rivals like China's DeepSeek are closing the gap on its AI models.