OpenAI and Microsoft have restructured their partnership, introducing limits on revenue sharing while expanding OpenAI’s flexibility to operate across multiple cloud providers, according to a company announcement reported Monday.
Under the revised deal, OpenAI will continue paying Microsoft a 20% revenue share through 2030, but total payments will now be capped. The report said Microsoft will no longer share revenue with OpenAI under the new terms.
BREAKING: Microsoft stock, $MSFT, falls -5% after announcing that its OpenAI license will now be nonexclusive and it will no longer pay revenue share to OpenAI. pic.twitter.com/68TkxRwlL1
— The Kobeissi Letter (@KobeissiLetter) April 27, 2026
The companies described the update as a move to simplify collaboration and broaden AI access. However, the shift comes amid signs of strain, as OpenAI seeks greater independence in serving enterprise clients.
Microsoft has invested over $13 billion in OpenAI since 2019 and remains a key partner. Despite changes, both firms emphasized that the relationship remains strategic.
Microsoft shares dipped slightly following the announcement.
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