OpenAI, 마이크로소프트 클라우드에서 벗어나다

[Skip to main content](https://www.axios.com/2026/04/28/openai-microsoft-cloud-amazon#main-content) * [](https://www.axios.com/) * [Newsletters](https://www.axios.com/newsletters) * Axios LocalShow * [Axios Pro](https://www.axios.com/pro/all-deals) * [Axios Live](https://www.axios.com/events) * [The Axios Show](https://www.axios.com/the-axios-show) Login [Axios](https://www.axios.com/) [](https://www.axios.com/results) All topics [Axios ](https://www.axios.com/) Search 7 hours ago - [Technology](https://www.axios.com/technology) # OpenAI's new Microsoft deal opens door to Amazon  * [Ina Fried](https://www.axios.com/authors/ina) * email (opens in new window) * sms (opens in new window) * facebook (opens in new window) twitter (opens in new window) linkedin (opens in new window) bluesky (opens in new window) [Add Axios on Google](https://google.com/preferences/source?q=axios.com) Add Axios as your preferred source to see more of our stories on Google. 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Photos: Hollie Adams/Bloomberg via Getty Images and Chip Somodevilla/Getty Images OpenAI's revised Microsoft pact lets it sell AI models across multiple clouds, enabling a likely expansion with Amazon and broader enterprise distribution. **Why it matters:** The shift ends OpenAI's effective cloud exclusivity, widening its reach to customers using AWS, Google Cloud or others — and intensifying AI platform competition. **Driving the news:** A rewritten deal frees OpenAI to sell through any cloud, caps Microsoft's cut of OpenAI revenue and scraps a controversial provision that would have changed the companies' business relationship once artificial general intelligence (AGI) was achieved. **Zoom in:** Amazon and OpenAI are poised to quickly capitalize on the change. * "We're excited to make OpenAI's models available directly to customers on Bedrock in the coming weeks," Amazon CEO Andy Jassy said on X on Monday, promising more details at a San Francisco event AWS is hosting on Tuesday. * The companies had previously [discussed](https://www.axios.com/2026/02/27/amazon-openai-stateful-ai-deal) working together, but earlier plans focused on building a new AI system outside OpenAI's then-exclusive Microsoft deal. **Zoom out:** The revised pact comes amid a fast-moving AI landscape that already looks significantly different than it did in October, when the [prior round of changes](https://www.axios.com/2025/10/29/microsoft-openai-azure-deal-agi) to the Microsoft-OpenAI relationship was announced. * OpenAI is increasingly focused on securing business revenue, a task that can be made significantly easier if it can offer its services via whichever cloud its potential customers are already using. **Between the lines:** Each company gets some things it wants out of the revamped pact. * The revised deal kills the AGI trigger — a clause that hinged Microsoft's IP rights on OpenAI declaring it had achieved AGI, which both companies found too vague. * Microsoft now holds non-exclusive rights to OpenAI's IP (excluding research) through 2032, leaving OpenAI free to license to others. ## What Microsoft gets * Microsoft no longer has to share revenue with OpenAI that it gets from serving its models via Azure. * It continues to get 20% of OpenAI revenue until 2030, though that is now subject to a cap that the companies did not publicly disclose. * And OpenAI still has to ship its models first for Azure, per the revised terms. * Microsoft also gets intellectual property rights to OpenAI's products (but not its research) through 2032. ## What OpenAI gets * The ability to offer its models via any cloud is the big thing, opening up the possibility of a deal with Google Cloud, in addition to the expanded tie-up with AWS. * Google is taking a close look at the revised deal terms to see what might be possible, according to a source familiar with the situation. * In addition to the revenue opportunity that those clouds open up, the change could ease investor concerns ahead of the company's expected IPO later this year. * Microsoft's IP rights are no longer exclusive, so OpenAI could also make pacts with others. * email (opens in new window) * sms (opens in new window) * facebook (opens in new window) twitter (opens in new window) linkedin (opens in new window) bluesky (opens in new window) [Add Axios on Google](https://google.com/preferences/source?q=axios.com) ##### What to read next *  *  *  *  *  Smarter, faster on what matters. 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