Noesion Radarnoesion.ai
Regulation2026-09-29

OpenAI and Microsoft amended their partnership agreement. Microsoft remains OpenAI’s primary cloud partner. OpenAI products will ship first on Azure unless Microsoft cannot support them. OpenAI can now serve all its products across any cloud provider. Microsoft’s license to OpenAI IP is now non-exclusive and runs through 2032. Microsoft will no longer pay a revenue share to OpenAI. OpenAI will continue paying Microsoft a revenue share through 2030, capped and independent of OpenAI’s progress. Microsoft remains a major shareholder in OpenAI.

What changed

Microsoft was OpenAI’s exclusive cloud partner and held an exclusive license to OpenAI IP, with revenue share flowing both ways.

What it unlocks

OpenAI can now serve its products to customers across any cloud provider.

  • Microsoft license to OpenAI IP through 2032
  • Revenue share payments from OpenAI to Microsoft through 2030

Sources

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