28 april 2026 · 15:00

OpenAI ends Microsoft exclusivity: what it means for Europe

OpenAI and Microsoft have ended the exclusivity arrangement that kept GPT-class models locked inside Azure, and for European cloud providers the timing could not be better. In today's episode of The State of Tech, The European Edition, we unpack what that structural shift means for sovereign cloud ambitions, how China's block on Meta's Manus acquisition rewrites the rules of AI M&A, and why a ten-year sentence in Taiwan signals that semiconductor IP is now treated as a matter of state security.