Here’s how the new Microsoft and OpenAI deal breaks down

Microsoft and OpenAI have restructured their landmark partnership, allowing OpenAI to offer its models across all cloud providers, including rival AWS. Under the amended agreement, Microsoft will continue to receive 20% of OpenAI's revenue from ChatGPT and its API platform, even from sales on competing cloud infrastructure. The non-exclusive license for OpenAI models now runs through 2032, two years longer than before. Microsoft also keeps its 27% equity stake in OpenAI's for-profit arm. The deal removes a controversial AGI clause, meaning Microsoft won't lose access to future advanced models if OpenAI declares AGI. OpenAI can now more freely serve enterprise customers via Amazon's Bedrock service, a move that originally angered Microsoft but ultimately led to this revenue-sharing compromise.

This restructured partnership reflects a pragmatic approach from both sides. Microsoft recognizes that trying to block OpenAI from rival clouds would be legally challenging and less profitable than taking a revenue cut. For OpenAI, the deal provides the flexibility it needs to scale its enterprise offerings, especially as Amazon invests $50 billion in the startup. The removal of the AGI clause also eliminates a major source of friction, ensuring Microsoft remains a key beneficiary of OpenAI's future growth. While Microsoft loses its exclusive access advantage, the extended license and revenue sharing create a more durable financial arrangement. The industry impact is significant: enterprises can now access OpenAI's latest models from any major cloud provider, leveling the competitive landscape.