Microsoft (MSFT.O) has announced that it changed some key terms of a deal with OpenAI after the ChatGPT creator announced a joint venture with Oracle (ORCL.N) and Japan’s SoftBank Group (9984.T) to build up to $500 billion of new AI data centers in the United States.

Shares of Japanese chip-related firms were feeling the heat on Monday. Today’s slump comes as Chinese AI startup DeepSeek gained traction with its updated AI model, raising fears about potential challenges to US technological dominance.

Microsoft on Tuesday said it has changed some key terms of a deal with OpenAI after the ChatGPT creator announced a joint venture with Oracle and Japan’s SoftBank Group to build up to $500 billion of new AI data centers in the United States.

Microsoft is OpenAI's largest investor, with a 49% stake, translating to $14 billion. As part of its complicated partnership with the ChatGPT maker, Microsoft was once the exclusive cloud computing partner for OpenAI. However, OpenAI's $500 billion investment in computing infrastructure changes its relationship with Microsoft.

Salesforce CEO Marc Benioff said that the two AI leaders, Sam Altman and Mustafa Suleyman do not care for each other.

OpenAI has announced that it's teaming up with Softbank and Oracle on $100 billion data center project in the U.S.

This week on the GeekWire Podcast, we delve into the Stargate Project announcement by OpenAI, Oracle and Softbank, in conjunction with President Trump, and assess the implications for OpenAI's relationship with Microsoft.

Shares of technology companies rallied amid hopes for an acceleration of the artificial-intelligence boom.

Microsoft has revised key terms in its deal with OpenAI following the latter's joint venture with Oracle and SoftBank to build $500 billion of AI data centers in the US. The initiative, called Stargate,

SoftBank Group shares jumped after the company and ChatGPT-maker OpenAI announced plans to invest up to half a trillion dollars in artificial-intelligence infrastructure in the U.S. Shares rose 8.8% to 10,060 yen, or equivalent to $64.69, on Wednesday in Tokyo, after climbing as much as 9.2% earlier, to their highest level since July.

In international markets, chipmaking and electrification companies saw pressure on the fears over the DeepSeek AI service. SoftBank -- the company that said it would fund up to $500 billion in AI infrastructure as well as the main shareholder of microchip designer ARM -- saw its stock dive 8%.