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Microsoft ends exclusive partnership with OpenAI, terminating the revenue-sharing arrangement

2026-07-26 20:38:03

Abstract generation in progress

Aimpact message, April 28 (UTC+8): Microsoft and OpenAI have signed a new cooperation agreement, ending their exclusive authorization relationship and reducing their mutual dependence. According to a Monday announcement, Microsoft will no longer exclusively license OpenAI technology, and the revenue-sharing arrangement will also be terminated. However, Microsoft still holds OpenAI shares with an implied valuation of more than $135 billion. Under the new agreement, OpenAI can offer its full range of products to customers of any cloud provider, ending Microsoft’s position as an exclusive cloud partner. Revenue sharing will continue until 2030, and technology licensing will remain in place until 2032; the previously complex AGI terms have been removed. In September, Microsoft announced it would buy models from competitor Anthropic to reduce reliance on OpenAI, and the recently launched Copilot Researcher integrates GPT and Claude models. In February, when OpenAI secured $11 billion in funding from Amazon, SoftBank, and Nvidia, both sides emphasized they were still close allies. Microsoft stock (MSFT) fell slightly by about 0.3% on the day, to $423 per share.

MSFT0.06%

AMZN-0.64%

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