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Microsoft ends exclusive partnership with OpenAI, terminating revenue-sharing arrangements

2026-07-26 23:58:48

Abstract generation in progress

AIMPACT message, April 28 (UTC+8): Microsoft and OpenAI signed a new cooperation agreement, ending their exclusive authorization relationship and reducing mutual dependence. According to Monday’s announcement, Microsoft will no longer exclusively license OpenAI’s technology, and the revenue-sharing arrangements are terminated as well, but Microsoft still retains an OpenAI stake valued at more than $135B. Under the new agreement, OpenAI can offer all products to customers of any cloud provider, ending Microsoft’s status as the exclusive cloud partner. Revenue sharing will continue until 2030, and technology licensing remains in place until 2032; the previously complex AGI-related terms have been removed. In September, Microsoft announced it would buy models from its competitor Anthropic to reduce reliance on OpenAI, and its recently launched Copilot Researcher integrates GPT and Claude models. In February, when OpenAI received $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% that day, to $423 per share.

MSFT0.06%

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