OpenAI shakes up partnership with Microsoft, capping revenue share payments

openai and microsoft overhauled their partnership on monday, capping the revenue share payments openai pays to microsoft. the cap applies through 2030, and the 20% revenue share percentage stays the same. microsoft will no longer pay a revenue share to openai. microsoft remains openai's primary cloud provider, and openai products will still ship first on azure unless microsoft opts out. but openai can now serve customers across any cloud provider, including rivals amazon and google. microsoft's exclusive license to openai's ip also ends — it now runs through 2032 but is non-exclusive. microsoft has invested over $13 billion in openai since 2019. the deal follows months of strain as openai struck deals with competitors — amazon agreed to invest up to $50 billion in february, and openai committed to spending $250 billion on azure in october. microsoft shares fell roughly 1% on monday.