"New OpenAI products will still ship first on Azure under certain conditions, and OpenAI's product payments to Microsoft continue at the same percentage, capped, through 2030."
"Satya Nadella put it bluntly on the Q2 FY26 call: 'Even in these early innings, we have built an AI business that is larger than some of our biggest franchises that took decades to build.'"
"Microsoft 365 Copilot reached 15 million paid seats, with seat growth up 160% year over year and daily active users up 10x."
"Microsoft is making significant investments in Anthropic separately, and Foundry already supports GPT-5.0."
Microsoft and OpenAI revised their partnership, allowing OpenAI to offer its API across various cloud providers. Despite this, Azure will still receive new OpenAI products first, and OpenAI's payments to Microsoft remain unchanged. Microsoft has built a substantial AI business, with significant revenue growth in its cloud services. Key distribution channels like Microsoft 365 Copilot and GitHub Copilot are thriving, and Microsoft is diversifying its investments in AI, including support for GPT-5.0 through Foundry.
Read at 24/7 Wall St.
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