Overview
- OpenAI’s revenue chief told staff in a Sunday memo that the Microsoft partnership “limited our ability” to meet enterprise buyers and said demand for the new AWS route has been “frankly staggering.”
- Amazon agreed in late February to invest up to $50 billion and to distribute OpenAI models on Bedrock, the AWS service that lets companies use leading AI models inside their existing cloud accounts.
- Microsoft remains in the picture under revised terms that keep OpenAI’s core API traffic on Azure and give Microsoft a license to model IP used in Copilot and the Azure OpenAI Service.
- Dresser said enterprise now makes about 40% of OpenAI revenue and is on track to match the consumer side by year-end, framing the AWS push as the main channel to win corporate deals.
- The memo also attacked rival Anthropic, alleging it inflated revenue and underbought compute, underscoring a fight for large customers as both labs shape narratives for possible IPOs.