OpenAI is positioning its partnership with Amazon as a major driver of enterprise growth, while acknowledging limits in its long-standing relationship with Microsoft, according to a memo reported by CNBC.
Chief revenue officer Denise Dresser said the Microsoft tie-up had been critical but constrained OpenAI’s ability to serve clients who prefer Amazon Web Services’ Bedrock platform. She noted strong customer demand since the Amazon alliance was announced, the report said.
OpenAI touts Amazon alliance in memo, says Microsoft has 'limited our ability' to reach clients https://t.co/PGr3S6dTMf
— CNBC (@CNBC) April 13, 2026
Amazon has committed up to $50 billion to the partnership, while Microsoft has invested over $13 billion in OpenAI since 2019. Despite that backing, OpenAI is increasingly diversifying its cloud partnerships to expand reach.
The company faces stiff competition from Anthropic and Google in the enterprise AI market. According to CNBC, enterprise revenue now accounts for 40 percent of OpenAI’s business and could soon match its consumer segment.
Dresser urged staff to stay focused, arguing OpenAI’s broader and more open strategy would prevail over rivals.
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