OpenAI’s subtle drift from Microsoft has become an aggressive move toward Amazon
By Jordan Novet
Published on April 29, 2026.
OpenAI's relationship with Microsoft has been shifting from Microsoft to Amazon, indicating a significant shift in the company's focus on cloud infrastructure. The AI company's decision to make its models available on Amazon was not directly related to its restructuring with Microsoft, according to OpenAI revenue chief Denise Dresser. This comes after OpenAI completed its recapitalization in October, giving Microsoft a 27% stake in the for-profit side of the company. As part of the deal, OpenAI agreed to purchase an additional $250 billion of Azure services and a revenue share agreement with Microsoft until OpenAI reaches the level of artificial general intelligence (AGI). The shift from Microsoft began in 2016 when OpenAI began running its experiments on Microsoft's Azure cloud and Microsoft invested its first $1 billion in OpenAI, three years later, growing to $13 billion over several follow-on rounds. However, in 2024, Microsoft began calling OpenAI a competitor in its financial disclosures and lost its designation as OpenAI's exclusive cloud provider. The deal also includes an end to Microsoft's exclusive license to Open AI's intellectual property and Microsoft's revenue share payments to the company, and Microsoft will no longer be the sole cloud provider for API products built with third parties.
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