Microsoft-OpenAI rewrite opens the door for Anthropic and Google

Microsoft and OpenAI have amended their partnership, keeping Azure as OpenAI’s primary cloud while allowing broader multi-cloud deployment over time.

The new terms remove Microsoft’s revenue share from OpenAI, while OpenAI continues paying Microsoft through 2030 under a capped arrangement.

The change gives Microsoft more flexibility to work with other AI model providers, including Anthropic and Google.

OpenAI gains a clearer path to reach more enterprise customers across multiple clouds, intensifying competition in enterprise AI.