Key Points
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Microsoft has invested over $13 billion in OpenAI since 2019 and holds a 27% stake in the company as of late 2025.
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OpenAI and Microsoft have revised their partnership, impacting how they conduct business moving forward.
Microsoft and OpenAI, the parent company of ChatGPT, recently announced changes to their long-standing partnership, which began in 2019. Microsoft has provided over $13 billion in funding and served as OpenAI’s primary cloud provider. With the new agreement, OpenAI can distribute its products on other cloud platforms, including competitors like Google and Amazon, removing Microsoft’s exclusive access.
Key changes include Microsoft retaining a non-exclusive license to OpenAI’s models through 2032, while revenue-sharing payments from OpenAI to Microsoft will continue through 2030. However, Microsoft will no longer pay a revenue share to OpenAI. This shift may impact Microsoft’s Azure cloud service, which has seen revenue growth of 30% to 40% over the past year, with 45% of its $625 billion remaining performance obligations coming from OpenAI commitments.
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