It also restricted Microsoft from "partnering" with anyone else. Wouldn't be surprised if we see another news like Amazon, Alphabet investing in Anthropic.
I think it was a lot less restrictive, as far as I understood, the only limit was Microsoft not being allowed to launch competing Microsoft-developed LLMs.
I don't think Microsoft ever had that restriction. They partnered with everyone already.
https://blogs.microsoft.com/blog/2025/11/18/microsoft-nvidia...
https://azure.microsoft.com/en-us/blog/deepseek-r1-is-now-av...
https://ai.azure.com/