OpenAI2026-05-10
Microsoft–OpenAI deal restructured: Azure-first but non-exclusive through 2032

AI Analysis
Microsoft and OpenAI amended their partnership: Microsoft's license to OpenAI model and product IP is extended through 2032 but is no longer exclusive, and OpenAI products will still ship Azure-first 'generally.' OpenAI can now serve products across any cloud provider while Microsoft keeps privileged integration. The change formalizes what's been creeping for a year — OpenAI on Oracle, Google Cloud, and now broader.