The next phase of the Microsoft OpenAI partnership

· ai cloud · Source ↗

TLDR

  • OpenAI and Microsoft amended their deal: OpenAI can now use any cloud provider, and Microsoft drops its revenue share.

Key Facts

  • Microsoft remains OpenAI’s primary cloud partner; OpenAI products ship on Azure first unless Microsoft cannot or chooses not to support required capabilities.
  • OpenAI can now serve all its products to customers across any cloud provider.
  • Microsoft’s license to OpenAI IP for models and products runs through 2032 and is now non-exclusive.
  • Microsoft no longer pays a revenue share to OpenAI; OpenAI’s revenue share payments to Microsoft continue through 2030 with a total cap.

Why It Matters

  • The amendment removes Microsoft’s exclusivity over OpenAI’s cloud distribution, giving OpenAI more flexibility to reach customers.
  • Microsoft retains a stake in OpenAI’s growth as a major shareholder alongside the updated commercial terms.

OpenAI · 2026-04-27 · Read the original

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