Microsoft and OpenAI amend their deal to let OpenAI serve all its products across any cloud provider; Microsoft will no longer pay a revenue share to OpenAI (OpenAI)

OpenAI: Microsoft and OpenAI amend their deal to let OpenAI serve all its products across any cloud provider; Microsoft will no longer pay a revenue share to OpenAI — Amended agreement provides long-term clarity. — The rapid pace of innovation requires us to continue to evolve our partnership to benefit our customers and both companies.

Memo: OpenAI Chief Revenue Officer Denise Dresser says OpenAI's Microsoft deal 'limited our ability' to reach clients using Bedrock and touts its Amazon deal (Ashley Capoot/CNBC)
Internal memo: OpenAI Chief Revenue Officer says Anthropic is 'grossing up rev share with Amazon and Google' and overstating its 'run rate by roughly $8B' (Hayden Field/The Verge)
Microsoft and OpenAI remove a clause that would have given Microsoft IP rights until OpenAI achieved 'AGI'; Microsoft retains use of OpenAI's models until 2032 (Aaron Holmes/The Information)
Microsoft plans to invest AU$25B by 2029 to expand Azure AI supercomputing and cloud infrastructure in Australia, its largest commitment to the country (Ainslie Chandler/Bloomberg)

Source: Techmeme | 2026-04-27

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