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I think investing more will attract market watchdog attention. They didn't cap their share to 49% for no reason.

There isn't any real strategic value for either to have an exclusive relationship.

This market is in explosive innovation and locking down strategic and tactical options wouldn't be good guiding principle for either.

OpenAI now bought leverage for compute by granting Oracle an entry ticket.

They probably learn sufficient to be able to develop their own models from their work with OpenAI and is now OK with others getting to run the compiled binaries without granting them access to the inner workings of the models.

I believe they just don’t think OpenAI has the moat they thought they had.