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zhiyuan_1184

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- zhiyuan_1184zhiyuan_1184
  ·03-18
  Kindly sue OpenAI n bring their ceo to jail
  Microsoft Considers Legal Action Over $50 Billion Amazon-OpenAI Cloud Deal
  Microsoft is evaluating potential legal action against Amazon and OpenAI, as a $50 billion agreement could undermine Microsoft's exclusive cloud partnership with the creator of ChatGPT. The central...
  Microsoft Considers Legal Action Over $50 Billion Amazon-OpenAI Cloud Deal
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- zhiyuan_1184zhiyuan_1184
  ·03-18
  Openai should change ceo. He is useless
  50 billion defects to Amazon, Microsoft intends to sue OpenAI for "mutiny"?
  重磅法律战箭在弦上
  50 billion defects to Amazon, Microsoft intends to sue OpenAI for "mutiny"?
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- zhiyuan_1184zhiyuan_1184
  ·01-30
  $Microsoft(MSFT)$ no one buy then I buy. Be the no1 shareholder hahahahahaha
  420 Comment
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- zhiyuan_1184zhiyuan_1184
  ·01-29
  $Microsoft(MSFT)$ lol over react
  264 Comment
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- zhiyuan_1184zhiyuan_1184
  ·01-13
  $Intel(INTC)$ Donald power
  157 Comment
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- zhiyuan_1184zhiyuan_1184
  ·01-13
  $Walt Disney(DIS)$
  173 Comment
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- zhiyuan_1184zhiyuan_1184
  ·2025-12-16
  $Occidental(OXY)$ this one really can't , always drop
  328 Comment
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- zhiyuan_1184zhiyuan_1184
  ·2025-12-15
  $BABA-W(09988)$ for next yr
  376 Comment
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- zhiyuan_1184zhiyuan_1184
  ·2022-03-08
  $Grab Holdings(GRAB)$Delisted?
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sue OpenAI n bring their ceo to jail","listText":"Kindly sue OpenAI n bring their ceo to jail","text":"Kindly sue OpenAI n bring their ceo to jail","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/544001879962544","repostId":"1169497621","repostType":2,"repost":{"id":"1169497621","kind":"news","weMediaInfo":{"introduction":"Global Stock Market Deep Analysis","home_visible":1,"media_name":"Deep News","id":"1039043262","head_image":"https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922"},"pubTimestamp":1773811294,"share":"https://ttm.financial/m/news/1169497621?lang=en_US&edition=fundamental","pubTime":"2026-03-18 13:21","market":"hk","language":"en","title":"Microsoft Considers Legal Action Over $50 Billion Amazon-OpenAI Cloud Deal","url":"https://stock-news.laohu8.com/highlight/detail?id=1169497621","media":"Deep News","summary":"Microsoft is evaluating potential legal action against Amazon and OpenAI, as a $50 billion agreement could undermine Microsoft's exclusive cloud partnership with the creator of ChatGPT. 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The central issue is whether Amazon Web Services can offer OpenAI's new commercial product, called Frontier, without breaching an agreement that mandates all access to the startup's models must occur through Microsoft's Azure cloud platform.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Microsoft Considers Legal Action Over $50 Billion Amazon-OpenAI Cloud Deal</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicrosoft Considers Legal Action Over $50 Billion Amazon-OpenAI Cloud Deal\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1039043262\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Deep News </p>\n<p class=\"h-time\">2026-03-18 13:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Microsoft is evaluating potential legal action against Amazon and OpenAI, as a $50 billion agreement could undermine Microsoft's exclusive cloud partnership with the creator of ChatGPT. The central issue is whether Amazon Web Services can offer OpenAI's new commercial product, called Frontier, without breaching an agreement that mandates all access to the startup's models must occur through Microsoft's Azure cloud platform.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4604":"机器人概念","BK4524":"宅经济概念","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","SG9999018857.SGD":"United Global Quality Growth Fd Cl Acc SGD-H","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","BK4527":"明星科技股","LU1935042488.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC","LU1935042991.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (SGDHDG) INC","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","LU2168564222.USD":"AZ ALLOCATION - TREND \"AAZ\" (USDHDG) ACC","LU1633808545.USD":"ALLIANZ GLOBAL EQUITY GROWTH \"AT\" (USD) ACC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US 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The central issue is whether Amazon Web Services can offer OpenAI's new commercial product, called Frontier, without breaching an agreement that mandates all access to the startup's models must occur through Microsoft's Azure cloud platform.","news_type":1,"symbols_score_info":{"AZYY":1,"AMZU":1,"AMZY":1,"MSFT":1,"MSFD":1,"MSFL":1,"MSFY":1,"MSFX":1,"AMZP":1,"USAW.SI":1,"MSFU":1,"AMZN":1,"AMZZ":1,"MSFO":1,"AMZW":1,"MSFW":1,"AMZD":1}},"isVote":1,"tweetType":1,"viewCount":91,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":543997156987792,"gmtCreate":1773839718958,"gmtModify":1773839923365,"author":{"id":"4099101357699280","authorId":"4099101357699280","name":"zhiyuan_1184","avatar":"https://static.tigerbbs.com/37238af86d4b7cf97d5f46db8b0e173f","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099101357699280","idStr":"4099101357699280"},"themes":[],"title":"","htmlText":"Openai should change ceo. He is useless","listText":"Openai should change ceo. He is useless","text":"Openai should change ceo. He is useless","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/543997156987792","repostId":"2620823169","repostType":2,"repost":{"id":"2620823169","kind":"highlight","pubTimestamp":1773827408,"share":"https://ttm.financial/m/news/2620823169?lang=en_US&edition=fundamental","pubTime":"2026-03-18 17:50","market":"sg","language":"zh","title":"50 billion defects to Amazon, Microsoft intends to sue OpenAI for \"mutiny\"?","url":"https://stock-news.laohu8.com/highlight/detail?id=2620823169","media":"格隆汇","summary":"重磅法律战箭在弦上","content":"<p><html><body>A heavy legal battle of the Big Three of AI Cloud Circle is on the string!</p><p>On March 18th, according to the Financial Times, citing a number of people familiar with the matter,<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>A comprehensive legal review is being launched on Amazon's $50 billion cloud service strategic partnership with OpenAI, and a formal lawsuit is not ruled out.</p><p>The conflict points directly to the red line of Microsoft's exclusive cooperation agreement with OpenAI.</p><p><h3><b><font color=\"#3daad6\"><br/></font></b></h3><h3><b><font color=\"#3daad6\">Seven years of exclusive binding was broken</font></b></h3>Microsoft's tough attitude stems from its seven-year deep exclusive binding with OpenAI, and the sudden joint venture between OpenAI and Amazon directly broke the foundation of this cooperation.</p><p><b>Since 2019, Microsoft has invested more than US$13 billion in OpenAI, becoming its core investor and technology partner.</b></p><p>At the beginning of the cooperation, the two parties agreed in black and white that Microsoft Azure was the exclusive cloud service provider for OpenAI model services.</p><p>The training, reasoning and commercial API distribution of OpenAI-related models need to be completed by relying on the Azure cloud platform.</p><p><b>In October 2025, Microsoft and OpenAI signed an updated strategic cooperation agreement to further deepen the binding relationship between the two parties.</b></p><p>According to the agreement, after the recapitalization is completed, Microsoft holds about 27% of the diluted shares of OpenAI, becoming its largest external shareholder, corresponding to an investment valuation of about $135 billion.</p><p>The agreement also clarifies that Azure is the exclusive cloud platform for OpenAI's stateless API call services.</p><p>Microsoft owns the exclusive intellectual property license rights for the full range of OpenAI models, and the relevant rights continue to the general AI (<a href=\"https://laohu8.com/S/AGBK\">AGI</a>) until it is officially implemented.</p><p><b>The two sides also signed a long-term cloud service procurement framework agreement with a scale of 250 billion USD.</b></p><p>With this exclusive cooperation, Microsoft firmly occupies a leading position in the generative AI enterprise services market.</p><p>Azure cloud business has also achieved sustained and rapid growth, becoming the core bargaining chip for Microsoft to compete with Amazon AWS in the cloud computing track.</p><p><b>However, this blockbuster agreement was signed only four months ago. On February 27, 2026, OpenAI suddenly officially announced a strategic cooperation with Amazon.</b></p><p>Amazon will invest $50 billion in OpenAI in phases, of which the initial $15 billion will be completed by the end of March 2026.</p><p>The remaining $35 billion investment is directly linked to OpenAI's IPO process and AGI technology milestones, and the investment commitment is valid until the end of 2028.</p><p>What makes Microsoft even more unacceptable is that AWS won the exclusive third-party distribution rights of OpenAI's new Frontier platform.</p><p>The two sides will also jointly develop a stateful runtime environment through<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>The Bedrock platform provides services externally.</p><p>These two core cooperations directly conflict with Microsoft's exclusive rights and interests, and also become the core trigger for Microsoft's legal evaluation.</p><p><h3><font color=\"#3daad6\"><br/></font></h3><h3><font color=\"#3daad6\">Needle tip versus wheat mango</font></h3>The core of Microsoft's legal evaluation is<b>Whether Amazon's cooperation with OpenAI violates the terms of the exclusive agreement previously signed between Microsoft and OpenAI.</b></p><p>The two sides have their own opinions around the boundary of the agreement and engaged in a fierce game. The impact of the incident has already exceeded the contract dispute between enterprises, which affects the competitive landscape and regulatory trend of the global AI cloud market.</p><p><b>Amazon and OpenAI advocate that there is a clear technical boundary between the stateful runtime environment focused on by the cooperation between the two parties and the stateless API call service covered by Microsoft's exclusive agreement.</b></p><p>The former has the characteristics of continuous session context retention, cross-tool and data source complex task flow collaboration, etc.</p><p>The latter is a single request-response stateless service, which belongs to completely different service categories.</p><p>Therefore, the relevant cooperation has not broken through the scope of Microsoft's exclusive rights and interests.</p><p>At the same time, OpenAI made it clear in a joint statement with Microsoft that its first-party products, including Frontier, will continue to be hosted on Azure.</p><p>The exclusive cloud distribution rights of stateless APIs also remain unchanged and have not touched the protocol red line.</p><p><b>However, Microsoft completely denied this, and its attitude was extremely tough.</b></p><p>Microsoft believes that no matter how the technical form is packaged, the cooperation between Amazon and OpenAI is essentially the commercial external output of OpenAI's model capabilities.</p><p>The implementation of related services will directly divert the business traffic and business value that should be attributed to Azure.</p><p>Even if it does not violate the literal terms of the agreement, it completely violates the core spirit of cooperation between the two parties.</p><p><b>According to people familiar with the matter, Amazon and OpenAI mentioned in internal communication that this cooperation plan is designed to circumvent Microsoft's contract restrictions.</b></p><p>This statement became the key incentive for Microsoft to initiate legal evaluation.</p><p>\"We know the terms of the contract well,\" an insider familiar with Microsoft's position bluntly said. \"If they breach the contract, we will file a lawsuit. If Amazon and OpenAI want to bet on the word game skills of their contract lawyers, then I dare say that we must win, not them.\"</p><p><b>At present, Microsoft has set up a special legal team to check the terms of the agreement and the content of cooperation item by item.</b></p><p>The three parties are still negotiating and communicating, and have not yet formally filed a lawsuit.</p><p><b>At the same time, the attention at the regulatory level continues to heat up.</b></p><p>The Federal Trade Commission has previously launched an antitrust investigation into exclusive cooperation in the AI field.</p><p>Relevant regulatory agencies in the EU also pay close attention to the AI market competition behavior of technology giants.</p><p>This incident may further promote global regulatory agencies to systematically review the competition pattern of AI cloud service market.</p><p><b>From an industry perspective,</b>This event is essentially a battle for the market share of the global cloud computing twin giants in the core AI track.</p><p>OpenAI's model service distribution right has long become the core starting point for cloud vendors to expand the enterprise AI market.</p><p><b>At present, AWS still ranks first in the global public cloud market, followed by Microsoft Azure.</b></p><p>The final result of this legal game will directly rewrite the long-term competition pattern of the global AI cloud service market.</p><p><b>If Microsoft wins the case,</b>Amazon's partnership with OpenAI will be limited, and Azure will continue to consolidate its monopoly in the OpenAI ecosystem.</p><p><b>If Microsoft loses the lawsuit,</b>AWS will officially cut into the core ecology of OpenAI, the AI cloud market will form a new pattern of competition for hegemony, and the living space of small and medium-sized cloud vendors will be further squeezed.</p><p></body></html></p>","source":"gelonghui_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>50 billion defects to Amazon, Microsoft intends to sue OpenAI for \"mutiny\"?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n50 billion defects to Amazon, Microsoft intends to sue OpenAI for \"mutiny\"?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">格隆汇</strong><span class=\"h-time small\">2026-03-18 17:50</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><body>A heavy legal battle of the Big Three of AI Cloud Circle is on the string!</p><p>On March 18th, according to the Financial Times, citing a number of people familiar with the matter,<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>A comprehensive legal review is being launched on Amazon's $50 billion cloud service strategic partnership with OpenAI, and a formal lawsuit is not ruled out.</p><p>The conflict points directly to the red line of Microsoft's exclusive cooperation agreement with OpenAI.</p><p><h3><b><font color=\"#3daad6\"><br/></font></b></h3><h3><b><font color=\"#3daad6\">Seven years of exclusive binding was broken</font></b></h3>Microsoft's tough attitude stems from its seven-year deep exclusive binding with OpenAI, and the sudden joint venture between OpenAI and Amazon directly broke the foundation of this cooperation.</p><p><b>Since 2019, Microsoft has invested more than US$13 billion in OpenAI, becoming its core investor and technology partner.</b></p><p>At the beginning of the cooperation, the two parties agreed in black and white that Microsoft Azure was the exclusive cloud service provider for OpenAI model services.</p><p>The training, reasoning and commercial API distribution of OpenAI-related models need to be completed by relying on the Azure cloud platform.</p><p><b>In October 2025, Microsoft and OpenAI signed an updated strategic cooperation agreement to further deepen the binding relationship between the two parties.</b></p><p>According to the agreement, after the recapitalization is completed, Microsoft holds about 27% of the diluted shares of OpenAI, becoming its largest external shareholder, corresponding to an investment valuation of about $135 billion.</p><p>The agreement also clarifies that Azure is the exclusive cloud platform for OpenAI's stateless API call services.</p><p>Microsoft owns the exclusive intellectual property license rights for the full range of OpenAI models, and the relevant rights continue to the general AI (<a href=\"https://laohu8.com/S/AGBK\">AGI</a>) until it is officially implemented.</p><p><b>The two sides also signed a long-term cloud service procurement framework agreement with a scale of 250 billion USD.</b></p><p>With this exclusive cooperation, Microsoft firmly occupies a leading position in the generative AI enterprise services market.</p><p>Azure cloud business has also achieved sustained and rapid growth, becoming the core bargaining chip for Microsoft to compete with Amazon AWS in the cloud computing track.</p><p><b>However, this blockbuster agreement was signed only four months ago. On February 27, 2026, OpenAI suddenly officially announced a strategic cooperation with Amazon.</b></p><p>Amazon will invest $50 billion in OpenAI in phases, of which the initial $15 billion will be completed by the end of March 2026.</p><p>The remaining $35 billion investment is directly linked to OpenAI's IPO process and AGI technology milestones, and the investment commitment is valid until the end of 2028.</p><p>What makes Microsoft even more unacceptable is that AWS won the exclusive third-party distribution rights of OpenAI's new Frontier platform.</p><p>The two sides will also jointly develop a stateful runtime environment through<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>The Bedrock platform provides services externally.</p><p>These two core cooperations directly conflict with Microsoft's exclusive rights and interests, and also become the core trigger for Microsoft's legal evaluation.</p><p><h3><font color=\"#3daad6\"><br/></font></h3><h3><font color=\"#3daad6\">Needle tip versus wheat mango</font></h3>The core of Microsoft's legal evaluation is<b>Whether Amazon's cooperation with OpenAI violates the terms of the exclusive agreement previously signed between Microsoft and OpenAI.</b></p><p>The two sides have their own opinions around the boundary of the agreement and engaged in a fierce game. The impact of the incident has already exceeded the contract dispute between enterprises, which affects the competitive landscape and regulatory trend of the global AI cloud market.</p><p><b>Amazon and OpenAI advocate that there is a clear technical boundary between the stateful runtime environment focused on by the cooperation between the two parties and the stateless API call service covered by Microsoft's exclusive agreement.</b></p><p>The former has the characteristics of continuous session context retention, cross-tool and data source complex task flow collaboration, etc.</p><p>The latter is a single request-response stateless service, which belongs to completely different service categories.</p><p>Therefore, the relevant cooperation has not broken through the scope of Microsoft's exclusive rights and interests.</p><p>At the same time, OpenAI made it clear in a joint statement with Microsoft that its first-party products, including Frontier, will continue to be hosted on Azure.</p><p>The exclusive cloud distribution rights of stateless APIs also remain unchanged and have not touched the protocol red line.</p><p><b>However, Microsoft completely denied this, and its attitude was extremely tough.</b></p><p>Microsoft believes that no matter how the technical form is packaged, the cooperation between Amazon and OpenAI is essentially the commercial external output of OpenAI's model capabilities.</p><p>The implementation of related services will directly divert the business traffic and business value that should be attributed to Azure.</p><p>Even if it does not violate the literal terms of the agreement, it completely violates the core spirit of cooperation between the two parties.</p><p><b>According to people familiar with the matter, Amazon and OpenAI mentioned in internal communication that this cooperation plan is designed to circumvent Microsoft's contract restrictions.</b></p><p>This statement became the key incentive for Microsoft to initiate legal evaluation.</p><p>\"We know the terms of the contract well,\" an insider familiar with Microsoft's position bluntly said. \"If they breach the contract, we will file a lawsuit. If Amazon and OpenAI want to bet on the word game skills of their contract lawyers, then I dare say that we must win, not them.\"</p><p><b>At present, Microsoft has set up a special legal team to check the terms of the agreement and the content of cooperation item by item.</b></p><p>The three parties are still negotiating and communicating, and have not yet formally filed a lawsuit.</p><p><b>At the same time, the attention at the regulatory level continues to heat up.</b></p><p>The Federal Trade Commission has previously launched an antitrust investigation into exclusive cooperation in the AI field.</p><p>Relevant regulatory agencies in the EU also pay close attention to the AI market competition behavior of technology giants.</p><p>This incident may further promote global regulatory agencies to systematically review the competition pattern of AI cloud service market.</p><p><b>From an industry perspective,</b>This event is essentially a battle for the market share of the global cloud computing twin giants in the core AI track.</p><p>OpenAI's model service distribution right has long become the core starting point for cloud vendors to expand the enterprise AI market.</p><p><b>At present, AWS still ranks first in the global public cloud market, followed by Microsoft Azure.</b></p><p>The final result of this legal game will directly rewrite the long-term competition pattern of the global AI cloud service market.</p><p><b>If Microsoft wins the case,</b>Amazon's partnership with OpenAI will be limited, and Azure will continue to consolidate its monopoly in the OpenAI ecosystem.</p><p><b>If Microsoft loses the lawsuit,</b>AWS will officially cut into the core ecology of OpenAI, the AI cloud market will form a new pattern of competition for hegemony, and the living space of small and medium-sized cloud vendors will be further squeezed.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://www.gelonghui.com/p/4112674\">格隆汇</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img3.gelonghui.com/61611-aeb0f127-96db-4c31-ba7e-e6beebca5e77.jpg?guru_height=682&guru_width=1023&guru_size=110881","relate_stocks":{"LU1670627923.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) ACC","LU1267930490.SGD":"TEMPLETON GLOBAL EQUITY INCOME \"AS\" (SGD) INC A","LU0912757837.SGD":"JPMorgan Investment Funds - 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Be the no1 shareholder hahahahahaha","listText":"<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$&nbsp;</a> no one buy then I buy. Be the no1 shareholder hahahahahaha","text":"$Microsoft(MSFT)$ no one buy then I buy. Be the no1 shareholder hahahahahaha","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/527405445444992","isVote":1,"tweetType":1,"viewCount":420,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":527001802269288,"gmtCreate":1769698074477,"gmtModify":1769743185610,"author":{"id":"4099101357699280","authorId":"4099101357699280","name":"zhiyuan_1184","avatar":"https://static.tigerbbs.com/37238af86d4b7cf97d5f46db8b0e173f","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099101357699280","idStr":"4099101357699280"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$&nbsp;</a> lol over react","listText":"<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$&nbsp;</a> lol over react","text":"$Microsoft(MSFT)$ lol over react","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/527001802269288","isVote":1,"tweetType":1,"viewCount":264,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":521289659724032,"gmtCreate":1768314303640,"gmtModify":1768314306866,"author":{"id":"4099101357699280","authorId":"4099101357699280","name":"zhiyuan_1184","avatar":"https://static.tigerbbs.com/37238af86d4b7cf97d5f46db8b0e173f","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099101357699280","idStr":"4099101357699280"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$&nbsp;</a><v-v data-views=\"1\"></v-v> Donald power","listText":"<a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$&nbsp;</a><v-v data-views=\"1\"></v-v> Donald power","text":"$Intel(INTC)$ Donald power","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/521289659724032","isVote":1,"tweetType":1,"viewCount":157,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":521071393554544,"gmtCreate":1768243087485,"gmtModify":1768254968447,"author":{"id":"4099101357699280","authorId":"4099101357699280","name":"zhiyuan_1184","avatar":"https://static.tigerbbs.com/37238af86d4b7cf97d5f46db8b0e173f","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099101357699280","idStr":"4099101357699280"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/DIS\">$Walt Disney(DIS)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/DIS\">$Walt Disney(DIS)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$Walt Disney(DIS)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/521071393554544","isVote":1,"tweetType":1,"viewCount":173,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":511394143208064,"gmtCreate":1765879650598,"gmtModify":1765881024900,"author":{"id":"4099101357699280","authorId":"4099101357699280","name":"zhiyuan_1184","avatar":"https://static.tigerbbs.com/37238af86d4b7cf97d5f46db8b0e173f","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099101357699280","idStr":"4099101357699280"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/OXY\">$Occidental(OXY)$&nbsp;</a><v-v data-views=\"0\"></v-v> this one really can't , always drop&nbsp;","listText":"<a href=\"https://ttm.financial/S/OXY\">$Occidental(OXY)$&nbsp;</a><v-v data-views=\"0\"></v-v> this one really can't , always drop&nbsp;","text":"$Occidental(OXY)$ this one really can't , always drop","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/511394143208064","isVote":1,"tweetType":1,"viewCount":328,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":510978444943960,"gmtCreate":1765764252475,"gmtModify":1765764984805,"author":{"id":"4099101357699280","authorId":"4099101357699280","name":"zhiyuan_1184","avatar":"https://static.tigerbbs.com/37238af86d4b7cf97d5f46db8b0e173f","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099101357699280","idStr":"4099101357699280"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/09988\">$BABA-W(09988)$&nbsp;</a><v-v data-views=\"1\"></v-v> for next yr","listText":"<a href=\"https://ttm.financial/S/09988\">$BABA-W(09988)$&nbsp;</a><v-v data-views=\"1\"></v-v> for next yr","text":"$BABA-W(09988)$ for next yr","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/510978444943960","isVote":1,"tweetType":1,"viewCount":376,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9038106958,"gmtCreate":1646754089205,"gmtModify":1676534158578,"author":{"id":"4099101357699280","authorId":"4099101357699280","name":"zhiyuan_1184","avatar":"https://static.tigerbbs.com/37238af86d4b7cf97d5f46db8b0e173f","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099101357699280","idStr":"4099101357699280"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a>Delisted?","listText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a>Delisted?","text":"$Grab Holdings(GRAB)$Delisted?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9038106958","isVote":1,"tweetType":1,"viewCount":721,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}