Today, Microsoft and OpenAI announced a revised partnership that will enable both companies to better support their respective customers. Microsoft and OpenAI believe that their amended agreement will simplify their existing partnership, allowing them to build and operate AI platforms at scale and also work on new opportunities.
Under the revised agreement, Microsoft will remain OpenAI’s primary cloud partner. OpenAI products will continue to ship first on Azure, unless Microsoft cannot support the required capabilities or chooses not to do so. However, OpenAI will now be able to offer all its products to customers across any cloud provider. We believe AWS may be the first major cloud provider to offer OpenAI"s products and services in the coming months, as their CEO recently revealed that customer queries about OpenAI"s offerings on AWS are growing rapidly.
Microsoft will also continue to have a license to OpenAI’s intellectual property for models and products through 2032. However, that license will now be non-exclusive, giving OpenAI more room to work with other partners.
The amended agreement also changes the financial terms between the two companies. Microsoft will no longer pay a revenue share to OpenAI. OpenAI’s revenue share payments to Microsoft will continue through 2030 at the same percentage, but they will now be subject to a total cap. Microsoft will remain a major shareholder of OpenAI.
Despite these changes, Microsoft and OpenAI said their partnership will remain ambitious. The two companies plan to continue working together on large-scale datacenter capacity, next-generation silicon, cybersecurity, and other AI initiatives.
This is not the first time Microsoft and OpenAI have revised their partnership. In October 2025, the two companies signed a new agreement following OpenAI’s restructuring. As part of that deal, Microsoft received a 27% stake in OpenAI Group PBC, while OpenAI committed to buying an additional $250 billion in Azure services. Microsoft also secured access to OpenAI models and products through 2032, including post-AGI models, with safety guardrails.
More recently, the partnership became even more complex as OpenAI expanded its cloud ambitions beyond Microsoft. In February 2026, OpenAI announced a major AWS partnership backed by Amazon, including a large investment and plans to co-create a Stateful Runtime Environment for agents on Amazon Bedrock. At the time, Microsoft and OpenAI clarified that the AWS deal did not replace their existing relationship, but it clearly pointed to a more multi-cloud future for OpenAI.