Microsoft said Monday it will no longer pay a share of its revenue to ChatGPT maker OpenAI, the latest move to untether a close partnership that helped unleash an artificial intelligence boom.

The restructured deal with Microsoft removes exclusivity provisions and revenue-sharing arrangements, freeing OpenAI to pursue additional allies.

Microsoft has invested over $13 billion in OpenAI since 2019 and holds a 27% stake in the company as of late 2025. Microsoft has served as OpenAI's primary cloud provider, licensed its models exclusively,

OpenAI and Microsoft have amended their partnership to increase flexibility. OpenAI can now serve its products via any cloud provider, ending Microsoft’s hosting exclusivity. The updated deal also removes the “AGI clause,

Microsoft and OpenAI end exclusivity, allowing AI models on rival clouds while resetting revenue terms and expanding enterprise access.

The second-order effect is that AWS can win more enterprise AI workloads by bundling OpenAI access with its own model/infra stack, pulling spend forward from “Azure-first” procurement cycles. Key risk: OpenAI’s “first on Azure” and capability requirements slow or limit real AWS adoption,

This voice experience is generated by AI. Learn more. This voice experience is generated by AI. Learn more. Microsoft made three in-house AI models available for commercial use through its Foundry platform, spanning speech transcription, voice generation ...

Microsoft is expanding its roster of in-house AI models, releasing a new speech-to-text system and making two existing models broadly available to developers for the first time. The moves by Microsoft AI (MAI) are part of a broader effort by the company to ...