OpenAI recently announced a major restructuring of its partnership with Microsoft, formally ending the exclusive cloud service agreement. Under the new terms, OpenAI will no longer rely on Microsoft Azure as its sole cloud platform and is now free to offer its AI models on Amazon AWS and Google Cloud. This change means Microsoft will no longer pay OpenAI a revenue share based on Azure sales. In return, OpenAI gains full autonomy over its business development, allowing it to sell its models in a multi-cloud environment without needing Microsoft's approval.
As part of the restructuring, Amazon AWS quickly announced a "significant expansion" of its partnership with OpenAI. The two companies will collaborate on developing frontier models and AI agents on Amazon Bedrock, with plans to jointly build a new AI agent platform. AWS CEO Matt Garman stated this will unlock deeper collaboration, allowing enterprise customers to build and deploy intelligent agents powered by OpenAI models directly on AWS. Meanwhile, Google Cloud is also reviewing the new agreement terms and may potentially join the alliance.
