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Microsoft and OpenAI end their exclusive and revenue-sharing deal
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Overview
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.
Summary from bloomberg.com.
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Hacker News · bloomberg.com
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Based on 5 sampled comments from this thread. Analyzed 2026-04-27.
- Praise: 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.
- Praise: As Azure remains the primary cloud provider for OpenAI, improvements in Azure's infrastructure could lead to better performance and reliability for AI applications.
- Concern: Concerns arise that Microsoft may be losing control over OpenAI, which could jeopardize their investment and strategic direction in the AI space.
- Concern: 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.