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It also restricted Microsoft from "partnering" with anyone else. Wouldn't be surprised if we see another news like Amazon, Alphabet investing in Anthropic.

aurareturn 5mo ago
I don't think Microsoft ever had that restriction. They partnered with everyone already. https://blogs.microsoft.com/blog/2025/11/18/microsoft-nvidia-and-anthropic-announce-strategic-partnerships/ https://blogs.microsoft.com/blog/2025/11/18/microsoft-nvidia... https://azure.microsoft.com/en-us/blog/deepseek-r1-is-now-available-on-azure-ai-foundry-and-github/ https://azure.microsoft.com/en-us/blog/deepseek-r1-is-now-av... https://ai.azure.com/ https://ai.azure.com/
- utopiah 5mo ago
  Also Mistral e.g. https://azure.microsoft.com/en-us/blog/microsoft-and-mistral-ai-announce-new-partnership-to-accelerate-ai-innovation-and-introduce-mistral-large-first-on-azure/ https://azure.microsoft.com/en-us/blog/microsoft-and-mistral... AFAICT they are just hedging their bets left and right still. Also feels like they are winning in the sense that despite pretty much all those products being roughly equivalent... they are still running on their cloud, Azure. So even though they seem unable to capture IP anymore, they are still managing to get paid for managing the infrastructure.
  - delecti 5mo ago
    Are they getting paid in actual money? Or are the AI companies "paying" their infrastructure bills with IOU/equity.
    - utopiah 5mo ago
      Those companies are so advanced they get paid in the promise of future tokens. /$
- Handy-Man 5mo ago
  Yeah my bad, I was misremembering, it was about investing in others and pursuing its own "AGI" efforts. But even those conditions were updated over the last two years, hence the small investment in Anthropic last year.
- philipwhiuk 5mo ago
  They had it till October: https://blogs.microsoft.com/blog/2025/10/28/the-next-chapter-of-the-microsoft-openai-partnership/ https://blogs.microsoft.com/blog/2025/10/28/the-next-chapter...
dahcryn 5mo ago
I think it was a lot less restrictive, as far as I understood, the only limit was Microsoft not being allowed to launch competing Microsoft-developed LLMs.

aurareturn 5mo ago

I don't think Microsoft ever had that restriction. They partnered with everyone already. https://blogs.microsoft.com/blog/2025/11/18/microsoft-nvidia-and-anthropic-announce-strategic-partnerships/ https://blogs.microsoft.com/blog/2025/11/18/microsoft-nvidia... https://azure.microsoft.com/en-us/blog/deepseek-r1-is-now-available-on-azure-ai-foundry-and-github/ https://azure.microsoft.com/en-us/blog/deepseek-r1-is-now-av... https://ai.azure.com/ https://ai.azure.com/

utopiah 5mo ago
Also Mistral e.g. https://azure.microsoft.com/en-us/blog/microsoft-and-mistral-ai-announce-new-partnership-to-accelerate-ai-innovation-and-introduce-mistral-large-first-on-azure/ https://azure.microsoft.com/en-us/blog/microsoft-and-mistral... AFAICT they are just hedging their bets left and right still. Also feels like they are winning in the sense that despite pretty much all those products being roughly equivalent... they are still running on their cloud, Azure. So even though they seem unable to capture IP anymore, they are still managing to get paid for managing the infrastructure.
- delecti 5mo ago
  Are they getting paid in actual money? Or are the AI companies "paying" their infrastructure bills with IOU/equity.
  - utopiah 5mo ago
    Those companies are so advanced they get paid in the promise of future tokens. /$
Handy-Man 5mo ago
Yeah my bad, I was misremembering, it was about investing in others and pursuing its own "AGI" efforts. But even those conditions were updated over the last two years, hence the small investment in Anthropic last year.
philipwhiuk 5mo ago
They had it till October: https://blogs.microsoft.com/blog/2025/10/28/the-next-chapter-of-the-microsoft-openai-partnership/ https://blogs.microsoft.com/blog/2025/10/28/the-next-chapter...

dahcryn 5mo ago

I think it was a lot less restrictive, as far as I understood, the only limit was Microsoft not being allowed to launch competing Microsoft-developed LLMs.