OpenAI shakes up partnership with Microsoft, capping revenue share payments
OpenAI CEO Sam Altman speaks at the 2026 Infrastructure Summit attended by government officials, company executives and labor leaders on March 11, 2026 in Washington, DC, USA.
Kylie Cooper | Reuters
OpenAI and Microsoft On Monday, it announced a renewed partnership agreement that will allow the AI company to serve customers on any cloud provider.
As part of the new agreement, the companies said revenue sharing payments from OpenAI to Microsoft would be “subject to an aggregate cap” but would continue through 2030 “regardless of OpenAI’s technology advancement.” Microsoft will no longer pay revenue share to OpenAI a blog post.
The revenue sharing agreement between the two companies has existed for years. OpenAI will pay Microsoft the same rate, or 20%, as part of the new deal, according to a source familiar with the deal who asked not to be named because the details are confidential.
Microsoft is a long-time supporter of OpenAI and has invested more than $13 billion in the company since 2019. The companies have continued to assert that their relationship is fundamental and strategic, but there have been signs of tension in recent months as partners have moved into each other’s turf. OpenAI’s chief revenue officer, Denise Dresser, said in a note earlier this month that the partnership “limits our ability to meet organizations where they are.”
“Today, we are announcing an amended agreement to simplify our partnership and how we work together, based on flexibility, accuracy, and a focus on delivering the benefits of AI at scale,” OpenAI said. he said.
Shares of Microsoft fell nearly 1% on Monday.
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