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Microsoft-OpenAI Deal Loses Exclusivity

6 sources·6 updates

Daily snapshot

This topic is included in the Trace archive for Tuesday, April 28, 2026.

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Microsoft and OpenAI have terminated their exclusive AGI agreement, allowing OpenAI to partner with other cloud providers such as Amazon and Google. This shift means OpenAI can now expand its market reach beyond Azure, while the revenue-sharing agreement with Microsoft will continue until 2030 but is capped and no longer linked to AGI milestones.

Key Points

OpenAI's revenue share payments to Microsoft are capped at 20% through 2030.

Microsoft retains a non-exclusive license for OpenAI's intellectual property and models until 2032.

Microsoft will stop sharing revenue from OpenAI products it resells, impacting its financial relationship with OpenAI.

Timeline

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Microsoft-OpenAI Deal Loses Exclusivity | Trace

Microsoft-OpenAI Deal Loses Exclusivity

Key Points

Timeline

OpenAI ends its exclusive partnership with Microsoft

Microsoft and OpenAI’s famed AGI agreement is dead

OpenAI shakes up partnership with Microsoft, capping revenue share payments

Microsoft, OpenAI rewrite partnership to eliminate exclusive model access, change revenue sharing

OpenAI Breaks Free From Exclusive AI Pact With Partner Microsoft

The next phase of the Microsoft OpenAI partnership