Overview
- A revised agreement announced Monday lets OpenAI run its models on any cloud provider, ending Microsoft’s exclusive hold on the startup’s technology.
- Microsoft remains the primary cloud partner and gets first access on Azure, while OpenAI’s IP is now licensed to Microsoft on a non‑exclusive basis through 2032.
- OpenAI will keep paying Microsoft a revenue share through 2030 under a total cap, reported at 20% by CNBC, and the contract no longer uses an AGI milestone to change terms.
- The new terms ease friction over OpenAI’s separate work with Amazon Web Services, after the Financial Times reported Microsoft had weighed legal action over a reported $50 billion AWS deal.
- Following Tuesday’s Wall Street Journal report that OpenAI missed internal revenue and user targets, AI‑linked stocks fell as OpenAI called the story clickbait and said its business is growing strongly.