Microsoft has said it will no longer share revenue with OpenAI, signalling a shift in one of the world’s most prominent artificial intelligence partnerships.
The change reflects a broader recalibration between the two firms after years of close cooperation that helped drive the global AI boom.
OpenAI had relied heavily on Microsoft’s cloud infrastructure to build and run its systems, while Microsoft used the company’s models to power its Copilot assistant.
The relationship has evolved as OpenAI moves from its nonprofit roots toward a more commercial structure and prepares for a potential initial public offering.
The company has also expanded cloud partnerships with Amazon, Google and Oracle to reduce reliance on Microsoft.
OpenAI said it will continue to share a portion of its revenue with Microsoft until 2030.
Both firms confirmed Microsoft will remain the primary cloud provider, with Azure hosting OpenAI products first unless technical constraints arise.
Amazon Chief Executive Andy Jassy described the development as “a very interesting announcement”.
OpenAI’s models will soon be available on Amazon’s AI platform Bedrock, he said.
Analysts said the revised arrangement could support OpenAI’s path to an IPO by increasing flexibility in cloud partnerships.
The move may also allow Microsoft greater independence in building its own AI systems and partnerships, including with rival firms.
