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Microsoft and OpenAI end their exclusive and revenue-sharing deal

OpenAI Breaks Free From Exclusive AI Pact With Microsoft

bloomberg.com

April 27, 2026

1 min read

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75/100

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.

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Coverage & discussions

Hacker News · bloomberg.com

Microsoft and OpenAI end their exclusive and revenue-sharing deal ↗

Community discussions

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Analysis ready

Community Sentiment

Mixed

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.