Microsoft and OpenAI end their exclusive and revenue-sharing deal
bloomberg.com
April 27, 2026
1 min read
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65/100
Summary
OpenAI and Microsoft have ended their exclusive partnership, allowing OpenAI to negotiate deals with other cloud-computing companies like Amazon. Microsoft will stop sharing revenue on OpenAI products it resells as part of this agreement.
Key Takeaways
- OpenAI and Microsoft have ended their exclusive agreement that allowed Microsoft to sell OpenAI's AI models.
- OpenAI can now pursue partnerships with other cloud-computing companies, including Amazon.
- Microsoft will no longer share revenue from OpenAI products it resells on its cloud services.
- The revised deal was announced in a joint statement by both companies.
Community Sentiment
Positives
- The end of the revenue-sharing deal allows OpenAI to explore partnerships with other cloud providers like AWS, potentially enhancing competition and innovation in AI services.
- As Azure remains the primary cloud provider for OpenAI, improvements in Azure's infrastructure could lead to better performance and reliability for AI applications.
Concerns
- Concerns arise that Microsoft may be losing control over OpenAI, which could jeopardize their investment and strategic direction in the AI space.
- The negotiation process appears to have weakened Microsoft's stake in OpenAI, reducing their influence over a company that is rapidly gaining market hype without clear profitability.
