微软和 OpenAI 已修订其合作伙伴关系协议，取消了收入分成付款，并授予 OpenAI 对知识产权的非排他性许可。此举使 OpenAI 能够使用任何云提供商，摆脱了之前对 Microsoft Azure 的排他性依赖。此外，广告行业正经历重大变革，平台正在重建，收益出现分化，AI 正在影响供应链，包括 OpenAI 正式化广告商数据共享。 AI
影响 微软和 OpenAI 之间的合作关系变化可能会改变云基础设施动态和广告行业的数据共享实践。
排序理由 该集群详细介绍了重大科技合作关系的重大修订以及由 AI 驱动的更广泛的行业变革。
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Ad platforms rebuild, earnings diverge, and AI rewrites the supply chain: Alphabet posts $109.9B in Q1, X replaces its entire ad stack, Omnicom runs live agentic buys, and OpenAI formalizes advertiser data-sharing in one dense week. https:// ppc.land/ad-platforms-rebuild- earning…