A significant shift has occurred in the partnership between Microsoft and OpenAI. With OpenAI announcing the signing of a Stargate agreement with companies like SoftBank and Oracle, Microsoft is no longer the exclusive data center infrastructure provider for OpenAI. According to the new agreement, Microsoft has been granted a 'right of first refusal' on new cloud computing capacity from OpenAI, meaning that if Microsoft cannot meet demand, OpenAI can seek support from other cloud service providers. Microsoft confirmed this change in a blog post, stating that OpenAI has turned to Azure.