Microsoft has said it will no longer share revenue with ChatGPT maker OpenAI, marking a new step in reshaping their high-profile artificial intelligence partnership.
The move comes as both companies adjust their relationship after years of close cooperation that helped fuel the global AI boom. OpenAI previously relied heavily on Microsoft’s cloud computing infrastructure to develop and run its systems, while Microsoft used OpenAI’s technology to power its Copilot AI assistant.
However, the partnership has evolved as OpenAI transitions from its nonprofit origins into a more commercial structure and prepares for a potential initial public offering. The company has also expanded its cloud partnerships with Amazon, Google and Oracle to reduce reliance on Microsoft.
Despite the change, OpenAI said it will continue to share a portion of its revenue with Microsoft until 2030. Both firms also confirmed that Microsoft remains OpenAI’s primary cloud provider, with Azure expected to host its products first unless technical limitations arise.
Amazon chief executive Andy Jassy described the development as a “very interesting announcement” and said OpenAI’s models would soon be available on Amazon’s AI platform Bedrock.
Analysts said the revised arrangement could support OpenAI’s path toward an IPO by expanding its cloud flexibility, while also giving Microsoft greater independence in developing its own AI systems and partnerships, including with rival firms.