OpenAI and Microsoft amended their partnership to remove exclusivity, let OpenAI serve products across any cloud and revise revenue-sharing terms.
OpenAI and Microsoft have rewritten the terms of their partnership, ending Microsoft’s exclusive access to OpenAI’s technology and giving OpenAI more freedom to work across cloud providers.
In statements on April 27, both companies said Microsoft remains OpenAI’s primary cloud partner. But the revised agreement makes Microsoft’s license to OpenAI intellectual property non-exclusive through 2032 and allows OpenAI to serve its products across any cloud provider.
The companies also changed the financial structure. Microsoft will no longer receive revenue share from OpenAI, while OpenAI will continue paying Microsoft revenue share through 2030, subject to a cap. The change marks a significant reset in a relationship that has long anchored OpenAI’s growth.
Reuters, AP and other outlets said the new terms open the door for OpenAI to work more flexibly with other cloud providers, including potential rivals to Microsoft. Microsoft’s own post said Azure remains the primary cloud for OpenAI products, unless Microsoft cannot support the required capabilities.
The timing is notable because it comes as Elon Musk’s lawsuit against OpenAI over the company’s for-profit conversion begins trial proceedings. Together, the legal fight and the partnership reset highlight how much OpenAI’s structure and commercial strategy are still in flux.
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