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Microsoft cuts OpenAI revenue share in a fresh step to loosen their AI alliance

The revised pact lets OpenAI sell models through other cloud providers while Microsoft keeps first access on Azure and a capped revenue share through 2030.

  • On Tuesday, Amazon Web Services began offering OpenAI models to cloud customers, one day after Microsoft Corp. ended an exclusivity agreement that had restricted access to its Azure platform.
  • OpenAI revenue chief Denise Dresser stated the longstanding Microsoft relationship had 'limited our ability to meet enterprises where they are,' prompting expansion through Amazon Bedrock to serve customers across multiple clouds.
  • AWS and OpenAI jointly developed Amazon Bedrock Managed Agents to help autonomous AI agents maintain context across workflows, while OpenAI committed $100 billion to AWS computing infrastructure over eight years.
  • Responding to The Wall Street Journal reports that OpenAI missed internal revenue targets, OpenAI CEO Sam Altman and CFO Sarah Friar dismissed the claims, stating the company is 'firing on all cylinders.'
  • AWS CEO Matt Garman indicated strong demand for computing power exceeds available supply, as OpenAI plans to scale infrastructure commitments—power, chips, and memory—across major cloud providers in coming years.
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Microsoft has been one of OpenAI's key partners for many years. She has invested a billion dollars in the start-up at a time when he was little known and actively supported its further development. But in the last couple of years, the relationship between partners has become more complex, primarily because OpenAI seeks independence. In late April 2026, the company changed the terms of cooperation. The Medusa tells us what both companies want and…

·Riga, Latvia
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Lean Right

Six years after the start of the alliance, Microsoft and OpenAI officially changed their partnership. In a statement released now, the two companies announced a comprehensive review of the agreement. This review concludes...

·Portugal
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OpenAI breaks free of Microsoft's cloud

·Washington, United States
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The spokesman-Review broke the news in Spokane, United States on Monday, April 27, 2026.
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