Under the restructured agreement, OpenAI can serve all its products to customers across any cloud provider, ending Microsoft's previous status as exclusive cloud partner. Revenue share payments from OpenAI to Microsoft will continue through 2030, though other revenue-sharing arrangements are eliminated.
Microsoft retains its license to OpenAI intellectual property for models and products through 2032, preserving the tech giant's access to the underlying technology while OpenAI gains operational independence.
“Microsoft and OpenAI continue to work closely across research, engineering, and product development, building on years of deep collaboration and shared success,” they said in February. “Microsoft maintains its exclusive license and access to intellectual property across OpenAI models and products. Collaborations like the partnership between OpenAI and Amazon were always contemplated under our agreements and Microsoft is excited to see what they build together.”
Microsoft's stock (MSFT) is down slightly since the opening bell on Monday, recently trading at $423 per share—down about 0.3% on the day so far.
