While uncertainty about OpenAI’s governance and Microsoft’s stake is clarified, the deal introduces confusion about the definition of AGI and the entangled nature of competition in AI.

OpenAI’s multibillion-dollar restructuring produced a seemingly amicable arrangement for how the two companies will share OpenAI’s research in the pursuit of AGI. As we cover in-depth here, OpenAI is now freed from the shackles of the previous capped-profit model, and Microsoft is freed from the infamous AGI clause that barred it from independently developing AGI using OpenAI’s research.

With the new deal, the responsibility of defining and determining what constitutes “AGI” will now be left up to an “independent panel,” the composition of which is unknown, as is the criteria by which it will determine if and when AGI has been achieved. At the point it is achieved, Microsoft’s deal to receive 20% of OpenAI’s revenue will end. Regardless of if and when that happens, Microsoft will retain intellectual property rights to OpenAI’s models and products, including post-AGI models, until 2032. That’s a change from the original deal, where achieving AGI would have terminated Microsoft’s access to new OpenAI models. If it all sounds unusual, it is, but then again, so is most of what’s happening in the AI world.

In other news, OpenAI partner Nvidia continued its spending spree in Europe. Not long after the commitment to spend billions on U.K. data centers, Nvidia set its sights on Germany, with a Deutsche Telekom co-financing deal for a $1.2 billion data center. German software leader SAP is already set as a primary customer, signaling a strong enterprise demand for AI compute and integration within Europe’s manufacturing sector. Both Deutsche and Nvidia see promise for a broader initiative to expand AI infrastructure across Europe, and this DC project will accelerate Germany’s industrial and digital modernization, aligning with Germany’s goal of securing 100,000 GPUs, and the EU’s goal to spend $20 billion in the race to catch up with the U.S. and China in AI infrastructure.

Because telecom is one of the sectors leading in AI infrastructure investment, RCR Wireless’ Kelly Hill spoke to a company that has recently signed deals with telecom leaders like Telefonica Deutschland, Swisscom, and Lumen. In this new “RCR Talks” video interview with Blue Planet VP and GM Kailem Anderson, Kelly talks about what AI is and what it is not in the realm of telecom, and how high-quality data is the heart of real-time, context-aware use cases that will require AI intent.