Microsoft and OpenAI end their exclusive and revenue-sharing deal

Posted by helsinkiandrew 1 day ago

Microsoft and OpenAI end their exclusive and revenue-sharing deal(www.bloomberg.com)

Gift Article: https://www.bloomberg.com/news/articles/2026-04-27/microsoft...

https://openai.com/index/next-phase-of-microsoft-partnership...

https://x.com/ajassy/status/2048806022253609115

945 points | 807 commentspage 4

NikolaosC 8 hours ago||

Microsoft and OpenAI quietly killed the AGI clause. The provision that decided what happens when OpenAI builds human-level intelligence, gone. Six months ago that was the most important sentence in tech. Now it's a footnote in a revenu restructuring. Tells you everything about where the AGI conversation actually is.

stingraycharles 8 hours ago||

Please don’t use AI to write comments on HN.

lateral_cloud 8 hours ago||

Thanks ChatGPT

Eridrus 1 day ago||

Biggest upside of this is I expect OpenAI models to be available on Bedrock, which is huge for not having to go back to all your customers with data protection agreements.

easton 1 day ago||

Isn’t that an “API product”? I read this assuming the whole point of renegotiation was to let OpenAI sell raw inference via bedrock, but that still seems to be blocked except for selling to the US Government.

fengkx 1 day ago||

> OpenAI can now jointly develop some products with third parties. API products developed with third parties will be exclusive to Azure. Non-API products may be served on any cloud provider.

This seems impossible.

Eridrus 23 hours ago||

I think they updated the article since you grabbed this line.

Amazon CEO says that these models are coming to Bedrock though: https://x.com/ajassy/status/2048806022253609115

swordsith 11 hours ago||

Hopefully this means opeani wont exclusively distribute codex app through microsofts drm system

topce 20 hours ago||

I used both copilot and kiro copilot sonet 1 copilot opus 3

kiro sonet 1.3 kiro opus 2.2

IMHO lot of people will switch to kiro and or deep seek it look like AWS done best inference google is another big player , has model and also cloud byt my 2 cents form Cents on AWS

builderminkyu 21 hours ago||

this just validates why building multi-model routing is the future. if even microsoft couldn't lock down openai with $13b, enterprise customers definitely shouldn't lock themselves into a single ecosystem. the orchestration layer is about to get so valuable.

SwellJoe 22 hours ago||

I assume this is part of why Github Copilot is going to usage billing. The cheap/free models in Copilot were OpenAI models. e.g. the GPT-based Raptor Mini, which was counted toward usage limits at a 0 multiplier, so basically unlimited usage for Pro and Pro+.

gla67890543 21 hours ago||

Glad to see AI is doing great.waiting for my 64 GB ddr5 ram for 200 dollars.

31276 1 day ago||

Pursue "new opportunities"? Microslop is dumping OpenAI and wishes it well in its new endeavors.

aurareturn 1 day ago||

I read this as the other way. OpenAI was desperate to dump Microsoft.

JumpCrisscross 1 day ago|||

> OpenAI was desperate to dump Microsoft

Yes. Microsoft was "considering legal action against its partner OpenAI and Amazon over a $50 billion deal that could violate its exclusive cloud agreement with the ChatGPT maker" [1].

[1] https://www.reuters.com/technology/microsoft-weighs-legal-ac...

chasd00 22 hours ago|||

I linked this in another comment but Azure has problems and OpenAI is tired of waiting.

https://news.ycombinator.com/item?id=47616242

iewj 1 day ago||

In retrospect all those OAI announcements are gonna look so cringe.

They did not need to go so hard on the hype - Anthropic hasn’t in relative terms and is generating pretty comparable revenues at present.

JumpCrisscross 1 day ago||

> They did not need to go so hard on the hype - Anthropic hasn’t in relative terms and is generating pretty comparable revenues at present

OpenAI bet on consumers; Anthropic on enterprise. That will necessitate a louder marketing strategy for the former.

eieiw 1 day ago||

That’s funny.

Why is it Altman is facing kill shots and Dario isn’t?

scottyah 1 day ago|||

Dario is a lot more focused on enabling people with AI, Sam goes on interviews like he's Wormtongue trying to summon a "god". Then there is the whole "open"ai where he took it closed source for profit, the engineers kicking sama out but he wiggled back in (at the cost of a lot of the founding engineers), the suspicious death of a whistleblower, the crazy investment schemes of billions of dollars that he's hoping taxes will save him from, the immediate curtailing to Pete in the DoD, and a few other things that make him at least a highly questionable fellow.

Dario left OpenAI because of the bad he saw there, and made a superior product (though these things change very rapidly).

JumpCrisscross 1 day ago|||

> Why is it Altman is facing kill shots and Dario isn’t?

Altman peaked in the zeiteist in 2023; Dario, much less prominently, in 2024 and now '26 [1]. I'd guess around this time next year, Dario will be as hated as Altman is today.

[1] https://trends.google.com/explore?q=altman%2C%20Dario&date=t...

martinald 1 day ago|

Really interesting. Why would Microsoft have done this deal? I'm a bit lost. Sure they get to not pay a revenue share _to_ OpenAI but surely that's limited to just OpenAI products which is probably a rounding error? Losing exclusivity seems like a big issue for them?

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