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Azure2026-05-02

Microsoft–OpenAI deal restructured: free model access through 2032, ~27% stake

AI Analysis

Microsoft and OpenAI renegotiated their partnership after Amazon's $50B OpenAI investment, with Microsoft retaining free access to OpenAI models through 2032 and now holding approximately 27% of the company per its 10-Q. Copilot subscribers crossed 20M, and Accenture signed for 740,000+ Copilot licenses — Microsoft's largest deal yet.

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