AI breakup: Microsoft and OpenAI drop exclusivity, open door to rival clouds

Microsoft and OpenAI revised their partnership to end cloud exclusivity, while Microsoft remains the primary partner.

OpenAI can now offer products across multiple clouds, expanding deployment flexibility beyond Azure.

Microsoft keeps a non-exclusive license to OpenAI’s models through 2032, and revenue-sharing terms were updated through 2030.

The shift gives OpenAI more room to scale and could intensify competition across cloud and enterprise AI markets.