Overview
- OpenAI and Microsoft reset their partnership with new terms that loosen control and expand distribution across clouds.
- Microsoft keeps licensed access to OpenAI’s models through 2032, but the rights are no longer exclusive.
- OpenAI can run and sell its products on any cloud provider, including AWS and Google Cloud, with Azure still named as preferred.
- Microsoft’s take of OpenAI revenue is now capped and will stop in 2030, replacing the prior open‑ended 20% share.
- A clause that let Microsoft end the deal if OpenAI reached artificial general intelligence was removed, and the overhaul follows Amazon’s up‑to‑$50 billion commitment and AWS’s exclusivity for OpenAI’s Frontier enterprise platform.