Microsoft and OpenAI amend their deal to let OpenAI serve all its products across any cloud provider; Microsoft will no longer pay a revenue share to OpenAI

Amended agreement provides long-term clarity. — The rapid pace of innovation requires us to continue to evolve our partnership to benefit our customers and both companies.

OpenAI 2026-04-28

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@ajassy Andy Jassy on x
Very interesting announcement from OpenAI this morning. We're excited to make OpenAI's models available directly to customers on Bedrock in the coming weeks, alongside the upcoming Stateful Runtime Environment. With this, builders will have even more choice to pick the right mo…
@sama Sam Altman on x
we have updated our partnership with microsoft. microsoft will remain our primary cloud partner, but we are now able to make our products and services available across all clouds. will continue to provide them with models and products until 2032, and a revenue share through 203…
@scaling01 @scaling01 on x
OpenAI and Microsoft changed their partnership but I think it comes down to this: “OpenAI can now serve all its products to customers across any cloud provider” in other words: OpenAI can use Google TPUs and Amazon Trainium [image]
@mikeisaac Rat King on x
one of the big advantages Anthropic had in its Claude Code enterprise growth was having its models available on AWS, Google cloud and Msft azure, etc for a long time, OAI was primarily available via azure enterprise clients often didnt want to switch if they were on AWS or GC
@deredleritt3r Prinz on x
As to the timeline for OpenAI declaring AGI, recall that Amazon has committed to invest $35B in OpenAI upon the earlier of: (1) OpenAI IPO, or (2) OpenAI meeting “specified milestones” - which Reuters reported means OpenAI declaring AGI. Importantly, Amazon's commitment to [image…
@kakashiii111 @kakashiii111 on x
The decoupling of Microsoft from OpenAI may prove to be a good idea. You should diversify your basket of eggs. Microsoft was too deeply tied to its relationship with OpenAI. Now it is slightly less so, which is good progress, no matter how OpenAI tries to PR it.
@jessicalessin Jessica Lessin on x
Take note when anyone calls an announcement “very interesting.”
@mikeisaac Rat King on x
OpenAI and Microsoft are going poly https://www.nytimes.com/... [image]
@mweinbach Max Weinbach on x
This is a great deal for both OpenAI and Microsoft Loosens Microsoft's grip on OAI while also giving them a massive increase in Azure AI revenue (no MSFT profit share with OAI)
@petergostev Peter Gostev on x
Many years too late, but at least nice for the users https://x.com/...
@daniel_mac8 Dan McAteer on x
is this like when your parents get a divorce and start seeing other people, but stay committed to co-parenting?
@mattjay Matt Johansen on x
microsoft spent $13B to be your primary cloud partner and got a “but” for their trouble
@deredleritt3r Prinz on x
>will continue to provide them with models and products until 2032 Very curious whether there have been any changes to Microsoft's rights to OpenAI “research IP”, which includes internally deployed and research models. Under the deal signed last year, Microsoft has access to [ima…
@edludlow Ed Ludlow on x
This is quite a good, succinct sum of the Microsoft/OpenAI new agreement...
@kyliebytes Kylie Robison on x
the times, they're changin'
@marypcbuk Mary Branscombe on bluesky
Microsoft is no longer paying OpenAI to run all its models there; OpenAI can run on the massively polluting data centres Oracle and others are building if they can stay in business that long without Microsoft's money. Amicable divorce splits childcare responsibilities, endorses …
@rustybrick.com Barry Schwartz on bluesky
The Microsoft and OpenAI relationship has been so interesting - one day there will be a movie about it all openai.com/index/next-p... www.cnbc.com/2026/04/27/o... [embedded post]
@mgsiegler.com M.G. Siegler on bluesky
Previously agreed to seeing other people, now they're open to *marrying* other people. [embedded post]
@peark.es George Pearkes on bluesky
$MSFT announcing changes to partnership w/ OpenAI — OpenAI products will still ship first on Azure — MSFT license through 2032, but non-exclusive — MSFT no longer paying revenue share to OpenAI after 2030, payments until then are capped in $ terms — “Simplifies” the partners…
r/accelerate r on reddit
OpenAI-The next phase of the Microsoft OpenAI partnership
r/technology r on reddit
OpenAI breaks off Microsoft exclusivity to free up path for Amazon, Google deals
r/OpenAI r on reddit
The next phase of the Microsoft-OpenAI partnership: Microsoft's license for OpenAI IP for models and products will now be non-exclusive.
@kyliebytes Kylie Robison on x
That was among the biggest sticking points between the two companies. I remember not many months ago, I was told that that this clause was critical leverage for OpenAI! Now, vamoose!
@kyliebytes Kylie Robison on x
No more AGI clause is huge: “Revenue share payments from OpenAI to Microsoft continue through 2030, independent of OpenAI's technology progress, at the same percentage but subject to a total cap.”
@aaronpholmes Aaron Holmes on x
Dropping the AGI clause is the biggest win for Microsoft in today's deal - removes a ton of uncertainty around whether they'd retain OpenAI IP rights in the coming years
@aaronpholmes Aaron Holmes on x
NEW: MSFT and OpenAI have scrapped the controversial “AGI” clause from their deal. Now MSFT has IP rights until 2032, but they aren't exclusive, meaning OAI can sell via AWS and other clouds. And Microsoft will stop sharing rev from OAI sales on Azure: https://www.theinformation.…
@reckless Nilay Patel on bluesky
If anyone thought LLMs would actually get to AGI this clause would still exist, just sayin www.theverge.com/ai-artificia...

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Microsoft and OpenAI amend their deal to let OpenAI serve all its products across any cloud provider; Microsoft will no longer pay a revenue share to OpenAI

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