Microsoft announced on Monday, April 27, 2026, that it would no longer pay a revenue share to OpenAI and that its exclusive license to OpenAI’s intellectual property would become non‑exclusive. The new agreement allows OpenAI to offer its models and products to customers on any cloud provider, while Azure remains the first‑launch platform for new OpenAI offerings unless Microsoft chooses otherwise. The change also caps the revenue‑share payments that OpenAI owes Microsoft through 2030, independent of OpenAI’s technology progress. This amendment marks a major shift in Microsoft’s AI strategy, giving the company greater flexibility while opening the door for OpenAI to partner with competitors such as Amazon and Google. The announcement was made today, making it a new, material event that has not been previously reported.
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