"Under the revised terms, Microsoft remains OpenAI's primary cloud partner, with OpenAI products continuing to ship first on Azure. However, OpenAI can now turn to other providers if Microsoft lacks capacity or declines to support new features."
"Microsoft retains a license to OpenAI's models and products through 2032, just no longer exclusively. OpenAI's own revenue-share payments to Microsoft will continue through 2030, and Microsoft remains a major shareholder."
Microsoft and OpenAI have amended their agreement, making Microsoft's license non-exclusive. In exchange, Microsoft will no longer owe OpenAI a revenue share. Microsoft remains OpenAI's primary cloud partner, with products shipping first on Azure. OpenAI can now seek other providers if needed. Microsoft retains a license to OpenAI's models through 2032, while revenue-share payments to Microsoft continue through 2030. This marks the third significant restructuring of their relationship, following previous commitments and investor concerns over Microsoft's exposure to OpenAI.
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