← April 28, 2026 briefing
OpenAI severs exclusive cloud deal with Microsoft
Tech

OpenAI severs exclusive cloud deal with Microsoft

OpenAI has amended its foundational agreement with Microsoft, ending the exclusivity that had locked its models to Azure and clearing the way for OpenAI to run on Amazon Bedrock and other cloud providers. The move reshapes one of tech's most consequential partnerships — Microsoft invested over $13 billion in OpenAI — and signals OpenAI's push for commercial independence ahead of its IPO. The change takes effect immediately.

MarketOpenAI IPO Closing Market Cap
Will OpenAI not IPO by December 31, 2026?66% chance
Sources

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