On November 11, 2025, Microsoft revealed a new definitive agreement with OpenAI, allowing it to independently pursue artificial general intelligence (AGI) and form its own superintelligence research team. This marks a major evolution in Microsoft's AI strategy, as it can now develop advanced AI models both in-house and with third parties, reducing reliance on OpenAI[1][2]. Microsoft's AI CEO emphasized the company's commitment to building frontier-grade AI capabilities and investing heavily in compute infrastructure, including partnerships with Nvidia. The move comes amid ongoing investor scrutiny of the AI sector and follows OpenAI's $250 billion cloud commitment to Microsoft[2]. Despite the broader tech sector facing pressure and the NASDAQ trading lower, MSFT shares are only slightly down at $505.14 (-0.17%) as of midday, reflecting investor focus on Microsoft's long-term AI positioning rather than short-term market volatility.