One of the longest standing partnerships in AI might be reaching a breaking point.

Open AI now growing frustrated with its obligations to Microsoft.

That's according to some reports for today's tech.

Our dear Dobos is talking about how this could be a part of a bigger realignment in the industry.

Hey, Dee.

Hey, good morning, Carl.

So there's is the most public falling out.

But this isn't just about Open AI in Microsoft.

What we're seeing is a much broader alignment, realignment, where strategic alliances may end up mattering more than who has the best model.

Now you've got big tech, infrastructure players, deep pocketed investors like SoftBank, all moving, trying to lock in talent and distribution before the next phase of the race begins.

And that is what makes the growing Open AI Microsoft tension so striking.

It was once the AI partnership, widely seen as the most strategic and the best aligned in the industry.

Microsoft brought the capital and the data centers.

Open AI brought in the talent and the breakthroughs.

But now they're both diversifying.

They're increasingly competing with each other as well.

Microsoft building its own model, even featuring Elon Musk at its developer conference.

That is a signal that it's open to new model partnerships.

Open AI, meanwhile, it's working with Oracle and reportedly Google,

pushing for multi-cloud access. It's moving deeper into enterprise and defense. Tens of billions

more it's raising as it tries to convert into a for-profit company. That is a move that would give

it even greater control over its future, but would also squeeze Microsoft's stake and strategic leverage in the process.

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